Configuring Inactive Reasons

When a sales account (companies and agents) or a contact is set to an inactive status, a reason should also be selected to clearly state to users why the profile was set to inactive.

Adding an Inactive Reason

1. Select the Administration menu, select Client Relations, select Profile Management, and then select Inactive Reasons.

2. Click New and complete the following fields:

   1. Code. Enter a code that briefly describes the inactive reason.

   2. Description. Enter a detailed description of the inactive reason.

   3. Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

3. Click Save to save and exit or click Save and Continue to save this code and add another.

Editing an Inactive Reason

1. Enter search criteria and click Search.

2. In the search results, select the code and click the vertical ellipsis.

3. Click Edit.

4. Update the configuration and click Save.

Deleting an Inactive Reason

1. Enter search criteria and click Search.

2. In the search results, select the code and click the vertical ellipsis.

3. Click Delete.