Table of Contents
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
Action | Restrictions | Additional Information |
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General |
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Delete |
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Activity Cancellation Reasons attributes
Name | Description |
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Name* | The name of the cancellation reason |
Alternative Code* | The alternative code of the cancellation reason |
Description | A 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
Provide the required information
From the Top Menu click on SAVE
Log Information
Log information section keeps all the logging information related to the specific record
- Basic set of information available in all entities
- Created By User: The user that created the entity
- Created By Unit: The unit of the user that created the entity
- Updated By User: The user that last updated the entity
- Updated by Unit: The unit of the user that last updated the entity
- Date Created: The date the account was entity
- Date Updated: The date the account was last entity
- Basic set of information available in all entities
Deleting Activity Cancellation Reasons
- Search for the entity that you would like to delete
Visit Using Summary Pages to find out how you can search using CRM.COM Summary Screens - Click on the link of the record you would like to delete, to be transferred to the Data Entry page
- From the actions menu click on "DELETE"
The entity will be deleted given that the validations are satisfied
Related Areas