Follow Up Cancel Reason Types

Follow Up Cancel Reason Types are used when cancelling a follow up.

To add or edit Follow Up Cancel Reason Types

1. On the administration menu, select Lookups, select Contacts, and then click Follow Up Cancel Reason Types.
   The Follow Up Cancel Reason Types page displays.

2. Do one of the following:

• Click Add new item....
  The Add Item page displays.

• Click the Edit button next to the type you want to edit.
   

3. Select the Active check-box to make the reason type available, or clear the check-box to make the type inactive.

4. In the Description box, type the descriptive name for the follow up cancel reason type.
   For example No Longer Needed.

5. Click the Save and Return button to save the new type and return to the Follow Up Cancel Reason Types list.
    

To delete a Follow Up Cancel Reason Type

1. On the administration menu, select Lookups, select Contacts, and then click Follow Up Cancel Reason Types.

2. Click the Edit button next to the reason type you want to delete.

3. Click the Delete button.

4. Click Yes to confirm the deletion.

NOTE: You cannot delete a follow up cancel reason type if it has been used.