Add reasons for the termination of subscriptions
As soon as you terminate a subscription or subscription line in Profit by entering an end date, you can select the reason which the sales contact has given for the termination.
On the basis of your policy, define which lines you need to be able to create a good ‘termination analysis’. In doing so do not only consider things like bankruptcy or death, but also a transfer to another subscription.
To add a reason for terminating a subscription:
- Go to: General / Configuration / Custom table.
- Open the (custom) table properties.Reason of termination.
- If necessary, go to the General tab and select the Maintain in search window check box if you want to maintain the table when searching.
When selecting a reason for the termination of a subscription you can then directly add a new reason to the table.
- Go to the tab: Value.
You now see the reasons which Profit Subscriptions contains as defaults.
- Click on: New.
- Enter the Code for the reason for termination.
- Enter a value inDescription.
- Click on: Finish.
- Click on: Finish.
- Exit the table using Cancel and OK.