Create Deactivations
Create Deactivations
- Deactivations are options to add ass a reason when disabling/cancelling/deactivating an Account record.
Step1. Create a Deactivation reason.
- Navigate to Settings-Contacts-Deactivations.
- Create the Reason
- Provide Details for your deactivation "Reason".
Step2. When to use a Deactivation reason.
- When you cancel or deactivate an account, you will need to give a reason why this member wants or need to cancel/deactivate.
- Deactivate an Account, tick the box next to the member and select "Deactivate"
- From the "Type" drop-down, select the deactivation reason your created or from the pre-populated reasons already provided in the system.
- Click on Deactivate when finished.