How do I delete a case management record in the Intake CRM?

Currently, case management records in the Intake CRM cannot be deleted directly by users through the Bolt HC interface. To have a case management record deleted, you will need to submit a support request to the Bolt HC support team.

To request a deletion:

1. Navigate to the case management record you want deleted in the Intake CRM (the URL will look like: boltintakeapp.com/main/case_management/[record ID]).

2. Submit a support ticket requesting the deletion.

3. Include the URL of the specific case management record, or a screenshot identifying the record, so the support team can locate it quickly.

4. The Bolt HC support team will process the deletion and confirm once it is complete.

If you need to delete multiple records, you may submit them in a single request or as separate requests — just make sure each record is clearly identified by its URL or record details.

Note: Deletion of case management records is permanent. Please verify you have selected the correct record before submitting your request.

Duplicate & Test Records

This also applies if you need to remove duplicate or test client intake profiles. Follow the same process above — include each profile URL or client name in your support request and note that the records are duplicates or were created for testing purposes.