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There are many and varied reasons why a job would be Cancelled. From failing to secure finance, purchasing with another builder to the perception of poor service or personal reasons. Tracking cancelled jobs and understanding why clients are no longer engaged with building their home provides the opportunity to improve customer relationships and company processes. The Cancelled status, used to describe those jobs, is set by entering specific information into Framework Ecm.
Changing the Status of a Job From Active to Cancelled
To Cancel a Job in the Production Management module of Framework ECM:
Select or search for the job to be cancelled (F4 for quick search via job number, F3 for advanced search).
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Note: The status bar indicates that the job has been cancelled. |
Changing The Status Of A Job From Cancelled To Active
In the Production Management module of Framework ECM:
- Select or search for the cancelled job.
- Open the Job Overview screen (Client > Job Overview).
- Click Edit.
- Under the Cancellation group, remove the Cancelled date.
- From the Category drop-down list select [Unknown].
- Click OK.
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