Adding an Inactive Reason
From the Administration menu, select Client Relations, select Profile Management, and then select Inactive Reasons.
Code. Enter a code that briefly describes the inactive reason.
Description. Enter a detailed description of the inactive reason.
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.
Click Save to save and exit or click Save and Continue to save this code and add another.
Editing an Inactive Reason
From the Administration menu, select Client Relations, select Profile Management, and then select Inactive Reasons.
Enter search criteria and click Search.
In the search results, select the code and click the vertical ellipsis.
Click Edit.
Update the configuration and click Save.
Deleting an Inactive Reason
From the Administration menu, select Client Relations, select Profile Management, and then select Inactive Reasons.
Enter search criteria and click Search.
In the search results, select the code and click the vertical ellipsis.
Click Delete.
Parent topic: Profile Management