Cancel Support Activity

Once the Client’s Support Plan details have been completed, Support Activities can be planned. For a number of reasons, a planned activity may need to be cancelled.


Step 1. Log into your CRM database (refer to Logging On for further information).


Step 2. Search for the required Support Activity.

Tip - you may choose to view the Support Activity 
via the Client Record. In this case, select the client, 
then the Support Plan, then the Support Activity.

Select Activities > Support Activity from the top menu

The support activity list page is displayed

Support Activity


Step 3.  Search for the required Activity using the available search criteria.

Tip - To Search using Client name, 
select the Advanced Search Tab.


Step 4. Select the required activity

The Support Activity Page is displayed

Support Activity

The status of the Support Activity is Planned


Step 5. Click Edit on the Activity record.


Step 6. Select  the required cancellation reason from the Activity Status drop down

Cancel Activity


Step 8. Click Save

Cancelled Activity

The Activity is updated and the Activity Status is set to Cancelled.


Further Information

For further information, refer to the following articles:


Updated on June 4, 2018

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