When your product is not proceeding for any reason, eKeeper allows you to set a 'Case Abandon Reason' against your product. This allows you to record a reason for the case not proceeding. Additionally when abandoning a case you can automatically move the case to a different stage.

Setting up a new Case Abandon Reason

To begin find the 'system Settings' button that appears in your top navigation bar.

Figure 1 - Top Navigation Bar

You should now see the system settings screen, find the 'product setup' section on the left hand side and click the 'Case Abandon Reasons' link in that section

Figure 2 - System settings - Product Setup section

You should now see a list of case abandon reasons that are already configured in your system (figure 3 below).

Figure 3 - Case Abandon Reasons List

In the bottom navigation bar click on the 'New Case Abandon Reason' button

Figure 4 - Bottom navigation bar - New abandon Reason

Next fill in a sequence number, which will determine the order in which it appears when selecting a reason on your product. Add a description to your abandon reason which is identifiable to the user for example 'no contact received'.

If you would like your products to move to a particular stage when selecting this abandon reason, set the 'Move to Stage on case abandoned' drop down box to the desired stage.

Figure 5 - New Case abandon Reason

Once you are finished click the 'Save Case Abandoned Reason' button in the bottom navigation bar.

Figure 6 - Bottom navigation bar

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