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Add a Cancellation Code and Reason

Adding a Cancellation Code and Reason.

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Written by Ollie Denning

Create a cancellation code and reason to standardise cancellation processing. You can create a letter template immediately or add one later.

Create a cancellation code and reason

  1. Navigate to the Cancellation Template tab.

  2. Select Create Cancellation Code, located on the right-hand side.

  3. Enter a Cancellation Code.

  4. Enter a Cancellation Reason.

  5. Choose one of the following options:

    • Save and Create a Template to save the code and create a letter template immediately.

    • Save Without Creating a Template to save the code and create a template at a later date.

Once saved, the cancellation code is available for use and can be linked to a letter template immediately or at a later date.

📌Note: A custom cancellation code can contain up to four characters.

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