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
- While logged into SecurityTrax, click on your Company Name or the Hamburger icon in the upper-left header.
- Note: Once clicked, the hamburger will change to .
- Under Admin, click Company Settings.
- Click Cancelation Reasons in the Content Management section.
Create
- Click on Add on the upper right hand corner.
- Fill out the required fields and any other information desired.
- Click Save.
Edit
- Click anywhere on the row of the desired cancelation reason.
- Make any desired changes.
- Click Save.
Note: If no changes were made, you can exit by clicking the Close icon .