How to Manage At-Risk Entries

What is SecurityTrax Customer 'At Risk'?

Gain significant insight into the overall health of your recurring revenue and establish an additional layer of protection against attrition with the SecurityTrax Customer 'At Risk' feature.

To view all At-Risk entries

1. 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 .
2. Under Admin, click Company Settings.
3. Click At-Risk Entries in the Content Management section.
   • Note: All at-risk entries will be listed by category (Reasons, Causes, Resolutions, and Credit Reasons),  by default, whether Active  or Inactive .

To add a reason

1. Navigate to the Reasons section.
2. Click Add in the upper right.
3. Enter your comment into the required Reason field.
   • Note: The Active slider is in the On position, by default.
4. Click Save.

To view/edit a reason

1. Navigate to the Reasons section.
2. Click anywhere on the row of the desired reason.
3. In the Reason edit window, modify the previously entered reason, or set the Active slider to the Off position, as needed.
4. Click Save.
   • Note: To delete the Reason, click Delete (a confirmation message will appear--click Delete again to confirm).

To add a cause

1. Navigate to the Causes section.
2. Click Add in the upper right.
3. Enter your comment into the required Cause field.
   • Note: The Active slider is in the On position, by default.
4. Click Save.

To view/edit a cause

1. Navigate to the Causes section.
2. Click anywhere on the row of the desired cause.
3. In the Cause edit window, modify the previously entered cause, or set the Active slider to the Off position, as needed.
4. Click Save.
   • Note: To delete the Reason, click Delete (a confirmation message will appear--click Delete again to confirm).

To add a resolution

1. Navigate to the Resolutions section.
2. Click Add in the upper right.
3. Enter your comment into the required Resolution field.
   • Note: The Active slider is in the On position, by default.
4. Click Save.

To view/edit a resolution

1. Navigate to the Resolutions section.
2. Click on the desired resolution row.
3. In the Resolution edit window, modify the previously entered resolution, or set the Active slider to the Off position, as needed.
4. Click Save.
   • Note: To delete the Reason, click Delete (a confirmation message will appear--click Delete again to confirm).

To add a credit reason

1. Navigate to the Credit Reasons section.
2. Click Add in the upper right.
3. Enter your comment into the required Credit Reason field.
   • Note: The Active slider is in the On position, by default.
4. Click Save.

To view/edit a credit reason

1. Navigate to the Credit Reasons section.
2. Click on the desired credit reason row.
3. In the Credit Reason edit window, modify the previously entered credit reason, or set the Active slider to the Off position, as needed.
4. Click Save.
   • Note: To delete the Reason, click Delete (a confirmation message will appear--click Delete again to confirm).

See At-Risk Entries in the Customer Management section.