The Reasons for cancel, lapse etc. is a multi-use setting. The reasons are used in the following areas:
Archiving Constituents.
Preference Update Centre.
Recurring Payment Instructions (RPIs).
Memberships.
Add a Reason
Navigate to Settings, then click Configuration.
Select Reasons for cancel.
Two options will show under two Settings areas, both options are actually the same setting. Either can be clicked to open the Reasons for cancel, lapse etc.
Click on the plus icon to the right of the screen.
Fill the description for the Reason you want to add.
Ensure it is set to Active.
Click Save Changes.
The Reason will then be available for use within your Donorfy within the following areas:
Archiving Constituents.
Preference Update Centre.
This will then be shown in the Preference History tab as below:
Recurring Payment Instructions (RPIs):
Open RPI, click Manage, then click Cancel.
Open RPI, click Manage, then click Pause.
Memberships:
Open Membership, click Manage, then click Cancel.
Open Membership, click Manage, then click Pause.
Reporting on Reasons in Lists
In your List:
click on the data field selector icon.
type 'Reason' into the search field.
depending on the List Type, the options will then be displayed:
Constituent List
Recurring Payment Instruction List
Membership and Members List
