Overview
The Reasons Reason List Management tab section allows a user an admin to view, edit, and delete the values that are used available to populate select in the Reason field in the call record relating to why when adding a call was made. Some common call reasons to have would include Service Requests and Complaints but other systems may use values such as Removal or Compliment. You can edit or delete call reasons by using the buttons located in . TreeKeeper systems are typically delivered with “Service Request” and “Complaint”, but other values can be added as you wish.
Call reasons can be edited or deleted using the buttons within the Actions column. It is not recommended to delete a list value that is currently in use, so you can check how many call records calls are using each list value within the Usage Count column.
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Too add a Reason, click the 
button at the bottom of the Reason List Management window will allow you to add a value to the Reason List by just giving it a name.
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If you want to learn window, giving the Reason a name, and click Save.
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For more about creating a call record, check out our support article about it: see Calls Overview.