How to delete quotes and restore deleted quotes

To delete a quote:

  1. Click Quote Management under Utilities from the Main View

  1. Click Delete under File Maintenance.

  1. Enter in the filters to locate the quote(s). Select the quotes and click Delete Quotes.

To restore a deleted quote:

The following steps can only be preformed by a Principal or Administrator user.

  1. Click Quote Management under Utilities from the Main View.

  1. Click Undelete.

  1. A list of deleted quotes appears. Select any of the quotes to restore and click Undelete Quotes. This will immediately restore the quotes.