Step-by-step instructions on how to delete a firm.
- From the More tab, tap Firms .
- Select the firm you wish to delete.
- please verify this is the firm you wish to delete.
- On the top right, tap Options .
- Tap Delete.
- Type “Delete” to confirm (not case-sensitive).
- Once you select OK, this firm will be removed from Adjuster Pilot.
You will be returned to your list of firms.
NOTE: Deletions are permanent. You will not be able to retrieve information once deleted, so make sure you want to delete the firm before proceeding. Deleting firms may affect associated data.