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Reason Codes

With reason codes, your organization can standardize the reasons users change information and restrict the use of records, such as when they mark a constituent as inactive or write off unpaid pledges. When users make the change, they can select this code to consistently explain the reason for the change. On the Reason Codes page, you can view and manage the reason codes your organization uses. To access the Reason Codes page from Administration, click Reason codes under Configuration.

Depending on your system role, multiple tabs may appear on this page so you can manage reason codes by functional area.

Note: You can also configure reason codes from the Configuration section of Constituents, Revenue, and Memberships.

Constituents

On the Constituents tab, you can view the reason codes your organization uses to designate a constituent “inactive” and to rollback constituent record changes. By default, all active reason codes display in both the Mark inactive and Constituent data review rollback grids.

Revenue

On the Revenue tab, you can view the reason codes your organization uses to write off pledge balances and installments and adjust revenue that has posted to the general ledger. If your organization enables gift fees, you can also view the reason codes your organization uses to waive gift fees automatically applied to payments. For rejected direct debit transactions you receive from your financial institution, you can select which adjustment code to automatically apply to the corresponding entry in a Direct Debit Return batch file. In the Adjustment section, select Default for direct debit return batch rejections on the Add a reason code screen. For information about the Direct Debit Return batch rejections, see the Batch and Import Guide.

For auction import adjustments, you can select which adjustment code to automatically apply as the default. On the Add a reason code screen, select Default for auction import adjustments.

Receipts

On the Receipts tab, you can view the reason codes your organization uses to designate a re-receipt payment. By default, all active reason codes display under Re-receipt payments. To view all reason codes, including those marked “inactive,” click Filter, select Include inactive, and click Apply. For each reason code, you can view its description and whether it is active. To update the information that appears in the grid, click Refresh List.

Membership

On the Membership tab, you can view the reason codes your organization uses for canceled memberships. When a membership is canceled, you select a reason code. By default, all active reason codes display under Cancellation. To view all reason codes, including those marked “inactive,” click Filter, select Include inactive, and click Apply.

On the Membership tab, you can view the reason codes your organization uses for canceled memberships. When a membership is canceled, you select a reason code. By default, all active reason codes display under Cancellation.

Add Reason Codes

Edit a Reason Code

Delete a Reason Code

Mark a Reason Code as Inactive or Active