Configuring Inactive Reasons
Adding Inactive Reasons
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From the Administration menu, select Client Relations, select Profile Management, and then select Inactive Reasons.
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Click New and complete the following fields:
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Code. Enter a code that briefly describes the inactive reason.
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Description. Enter a detailed description of the inactive reason.
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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.
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Click Save to save and exit or click Save and Continue to save this code and add another.
Editing Inactive Reasons
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From the Administration menu, select Client Relations, select Profile Management, and then select Inactive Reasons.
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Enter search criteria and click Search.
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Select the inactive reason in the search result, ,then click vertical ellipsis Actions menu and select Edit
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Update the configuration.
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Click Save.
Deleting Inactive Reasons
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From the Administration menu, select Client Relations, select Profile Management, and then select Inactive Reasons.
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Enter search criteria and click Search.
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Select the inactive reason in the search result, then click vertical ellipsis Actions menu and select Delete.
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Click Delete to confirm.
Parent topic: Profile Management