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How to Manage Cancelation Reasons

To view all customer cancelation reasons

  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.

To create a customer cancelation 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 cancelation reason 

  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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