Cancellation Reasons List #
The table includes the following columns:
| Column | Description |
|---|---|
| Title | The name of the cancellation reason (e.g., Not Interested, Cancelled Patient) |
| Model | Related system module (e.g., Lead, Payment, Task, Expense) |
| Created At | The date the reason was created |
| Updated At | The last updated date for the reason |
| Delete | Button to remove the cancellation reason |
🧠 Use Cases #
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Leads: For cases like Not Interested, Invalid Number, Not Suitable
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Payments: For cases like Invoice Cancelled
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Tasks / Expenses: For related operational reasons
🎯 Benefits #
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Improves accuracy in reporting
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Allows better analysis of cancellations
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Enables filtering similar cases to optimize performance
Create New Cancellation Reason #
The Create New Reason form is designed to add new cancellation reasons for different system modules. This feature helps you customize cancellation tracking based on your organization’s needs.
🧾 Form Fields #
| Field | Description |
|---|---|
| Title | Enter the cancellation reason (Required). This will appear in the list. |
| Model | Select the related module (e.g., Lead, Task, Payment, Expense) (Required) |
🎛 Form Buttons #
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Save – Save the new cancellation reason and add it to the list
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Cancel – Cancel the process and close the form without saving
⚠️ Important Notes
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Each reason can be linked to only one module
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Saved reasons appear immediately in the list and become usable in their respective modules
