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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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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 & Deleting

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
validations
Validations & Restrictions

Restrictions
ActionValidationsAdditional 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 

Description

Name

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
attributes
 Attributes

An * indicates a field is mandatory.

Name

Description

Main Information
Name*The name Name of the cancellation reasonCancellation Reason.
Alternative codeCode*The alternative code of the cancellation reasonAlternative Code of the Cancellation Reason. Unless otherwise specified, the Alternative Codes for new entries default to the Name initials in capital letters.
DescriptionA description 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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  • LOG INFORMATION

    • Include PageLog Information - GlobalLog Information - Global
  • From the Top Menu click on Save

    • Deleting Activity Cancellation Reasons

    Include PageDeleting a record - GlobalDeleting a record - Global

     

    Cancellation Reason.
    Log Information
    Log DetailsThe standard set of Log Details information available in all entities.
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