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SecurityTrax

How to Manage Cancellation Reasons

To view all customer cancellation reasons

  1. While logged in to SecurityTrax, click on Admin on the top navigation menu.
  2. Select Company Settings from the Admin dropdown menu.
  3. Click Cancellation Reasons in the Content Management section.

 

To create a customer cancellation reason 

  1. Click on Add on the upper right hand corner.
  2. Fill out the required fields and any other information desired.
  3. Click Save.

 

To edit/view a customer cancellation reason 

  1. Click on the Edit icon Screen Shot 2018-07-30 at 4.08.19 PM.png the cancellation reason row.
  2. Make any desired changes.
  3. Click Save.

Note: If no changes were made, you can exit by clicking the Close icon Screen Shot 2018-07-31 at 1.23.01 PM.png.

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