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Learn how you can configure Activity Cancellation Reasons

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What are Activity Cancellation Reasons?

Activity cancellation reasons are used to define the reason that an activity was cancelled , and 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 codeCode*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

  1. Navigate to Configuration > CRM Application > Activities > Set up Cancellation Reasons
  2. Either search for an existing one or from the Top Menu click on on "NEW"
  3. MAIN INFORMATION

    Main Information

    1.   Provide the required information
      Configure Activity Cancellation Reasons 

    LOG INFORMATION
  4. Log Information

  5. Include Page
    Log Information - Global
    Log Information - Global
  6. From the Top Menu click on Saveon "SAVE"

Deleting Activity Cancellation Reasons

Include Page
Deleting a record - Global
Deleting a record - Global

 

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