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Back to Activities Main Page

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Learn how you can to configure Activity Cancellation Reasons

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Table of Contents

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Navigating to Activity Cancellation Reasons

Info

CONFIGURATION > CRM APPLICATION > ACTIVITIES > SET UP CANCELLATION REASONS

What are Activity Cancellation Reasons?

Activity cancellation reasons Cancellation Reasons are used to define the reason that an activity Activity was cancelled and . It is applicable only during the process of cancelling an activity.  Cancellation reasons consist of the following:

Creating, Editing and Deleting Validations and Restrictions

ActionRestrictionsAdditional Information
General
  • Multiple cancellation reasons can be configured in the system and each one should have a unique name and alternative code. 
  • The allowed and default activity cancellation reasons are specified on the active activity definitions.
Delete
  • Activity cancellation reasons cannot be deleted if they are already included in the active activity definition's allowed cancellation reasons.
  • Deleted cancellation reasons are still visible on activities that were cancelled using those cancellation reasons

Activity Cancellation Reasons attributes 

Name

Description

Name*The name of the cancellation reason
Alternative Code*The alternative code of the cancellation reason
DescriptionA description of the cancellation reason

 

Defining your own Activity Cancellation Reasons tailored to your company's needs

  • Navigate to Configuration > CRM Application > Activities > Set up Cancellation Reasons
  • Either search for an existing one or from the Top Menu click on "NEW"

  • Main Information

    1.  Provide the required information
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  • From the Top Menu click on SAVE

    • Log Information

    Include PageLog Information - GlobalLog Information - Global

    Deleting Activity Cancellation Reasons

    Include PageDeleting a record - GlobalDeleting a record - Global Activity.  

    • Navigate to Activity Cancellation Reasons and explore existing entries via the Summary page.  
    • Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail. 
    • Use the Actions Menu to create a NEW Activity Cancellation Reason, modify (EDIT) or DELETE  an existing one.  
    • Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Activity Cancellation Reason.

    Check the Validations & Restrictions Table below for a list of available Actions when working with Activity Cancellation Reasons, including each Action's related validations and additional information.  View the Attributes Table for a comprehensive description of the Activity Cancellation Reasons fields.
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    Validations & Restrictions

    ActionValidationsAdditional Information
    Create
    • Mandatory Fields must be defined.
    • Not Applicable
    Edit
    • Mandatory Fields must be defined.
    • Not Applicable
    Delete
    • Not Applicable
    • Deleted Cancellation Reasons are still visible on Activities that were cancelled using those reasons.

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     Attributes

    An * indicates a field is mandatory.

    Name

    Description

    Main Information
    Name*The Name of the Cancellation Reason.
    Alternative Code*The Alternative Code of the Cancellation Reason. Unless otherwise specified, the Alternative Codes for new entries default to the Name initials in capital letters.
    DescriptionA Description of the Cancellation Reason.
    Log Information
    Log DetailsThe standard set of Log Details information available in all entities.
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