How to set up reasons

1. To setup Reasons, click on ‘SETTINGS’.
2. Click on ‘REASONS’, in the drop box.

3. Click on ‘NEW REASON’ button.

4. Enter the ‘REASON NAME’, in the field below.
5. Tick the ‘ACTIVE’ box.

6. Click on the drop box to select the ‘REASON TYPE’.
7. After which click on ‘SAVE’.

8. Finally click on ‘SAVE’ button to save the reason.

9. The ‘SAVE SUCCESSFUL’ tab will appear to confirm that the reason has been saved.
10. To search for reasons, use the ‘SEARCH BAR’.

11. Reasons can be exported to Excel by clicking on ‘EXPORT ALL DATA TO EXCEL’.
12. To export Reasons to CSV, click on ‘EXPORT ALL DATA TO CSV’.

STEP-BY-STEP BREAKDOWN

1. To setup Reasons, click on ‘SETTINGS’.
2. Click on ‘REASONS’, in the drop box.
3. Click on ‘NEW REASON’ button.
4. Enter the ‘REASON NAME’, in the field below.
5. Tick the ‘ACTIVE’ box.
6. Click on the drop box to select the ‘REASON TYPE’.
7. After which click on ‘SAVE’.
8. Finally click on ‘SAVE’ button to save the reason.
9. The ‘SAVE SUCCESSFUL’ tab will appear to confirm that the reason has been saved.
10. To search for reasons, use the ‘SEARCH BAR’.
11. Reasons can be exported to Excel by clicking on ‘EXPORT ALL DATA TO EXCEL’.
12. To export Reasons to CSV, click on ‘EXPORT ALL DATA TO CSV’.