Configuring Inactive Reasons

When a guest, contact or sales account (companies and agents) set to an inactive status (the Active check box in a profile is unchecked), an Inactive Reason must be selected in the profile to indicate why it is inactive.

Adding Inactive Reasons

1. From 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 Inactive Reasons

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

2. Enter search criteria and click Search.

3. Select the inactive reason in the search result, then click vertical ellipsis Actions menu and select Edit

4. Update the configuration.

5. Click Save.

Deleting Inactive Reasons

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

2. Enter search criteria and click Search.

3. Select the inactive reason in the search result, then click vertical ellipsis Actions menu and select Delete.

4. Click Delete to confirm.