Configuring Restriction Reasons
Adding Restriction Reasons
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From the Administration menu, select Client Relations, select Profile Management, and then select Restriction Reasons.
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Click New and complete the following fields:
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Code. Enter the code for the restriction reason.
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Description. Enter a description for the restriction reason.
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Manage Translations. Click link to configure localized descriptions. For more information, see Configuring Localized Code Descriptions. (Available when the Multi Language OPERA Control is active).
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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 or click Save and Continue to save and add another.
Editing Restriction Reasons
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From the Administration menu, select Client Relations, select Profile Management, and then select Restriction Reasons.
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Enter search criteria and click Search.
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Select the restriction reason in the search result, then click the vertical ellipsis Actions menu and select Edit.
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Update the configuration.
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Click Save.
Deleting Restriction Reasons
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From the Administration menu, select Client Relations, select Profile Management, and then select Restriction Reasons.
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Enter search criteria and click Search.
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Select the restriction reason in the search result, then click the vertical ellipsis Actions menu and select Delete.
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Click Delete to confirm.
Parent topic: Profile Management