Configuring Activity Cancellation Reasons
- Persia Xenopoulou (Deactivated)
- p_demou (Deactivated)
- Frini Pouyiouka
Owned by Persia Xenopoulou (Deactivated)
Table of Contents
Navigating to Activity Cancellation Reasons
CONFIGURATION > CRM APPLICATION > ACTIVITIES > SET UP CANCELLATION REASONS
What are Activity Cancellation Reasons?
Activity Cancellation Reasons are used to define the reason that an Activity was cancelled. It is applicable only during the process of cancelling an 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.
Validations & Restrictions
| Action | Validations | Additional Information |
|---|---|---|
| Create |
|
|
| Edit |
|
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| Delete |
|
|
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. |
| Description | A Description of the Cancellation Reason. |
| Log Information | |
| Log Details | The standard set of Log Details information available in all entities. |
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