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SecurityTrax

How to Manage Cancelation Reasons

Introduction

The Cancelation Reason is the listed reason on the customer for cancelation.

In SecurityTrax you can create your own custom Cancelation Reasons with the following fields:

  • Name
  • Dealer Code
  • Active

This page will show you how to manage Cancelation Reasons on the admin side. This includes being able to view, create, and edit Cancelation Reasons.

Terms

Cancelation Reason 

The listed reason on the customer for cancelation.

Usage

View

  1. While logged into SecurityTrax, click on your Company Name or the Hamburger icon Screen Shot 2019-07-09 at 1.29.49 PM.png in the upper-left header.
    • Note: Once clicked, the hamburger will change to Screen Shot 2019-07-09 at 1.30.41 PM.png.
  2. Under Admin, click Company Settings.
  3. Click Cancelation Reasons in the Content Management section.

Create

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

Edit

  1. Click anywhere on the row of the desired cancelation reason.
  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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