Webitel: Documentation
Webitel: Documentation
Breadcrumbs

Reasons (Closure reasons)

1. Description

This page is intended for adding closure reasons to the directory.

The page consists of the following elements:

  1. Records registry (Fig. 1.(1));

  2. Search field (Fig. 1.(2));

  3. Add tool (Fig. 1.(3));

  4. Refresh tool (Fig. 1.(4));

  5. Delete tool (Fig. 1.(5));

  6. Pagination (Fig. 1.(6)).

Reasons.png
Fig. 1. Reasons tab

1.1. Records registry

The registry is a list of records of existing objects in this section. Each record consists of the following fields:

  1. Checkbox;

  2. Name column;

  3. Description column;

  4. Edit tool;

  5. Delete tool.

1.1.1. Checkbox

Used to select one or more entries. An additional removal tool appears next to the search field after selecting one or more entries. Information about the number of entries chosen for deletion appears when you hover over this tool. When you click on it, a modal confirmation window appears.

It contains the Yes, No, and close ( image2024-3-7_15-21-56.png ) buttons.

  • Clicking the Yes button deletes the entries.

  • Clicking the No button closes the modal window, and the entries are not deleted.

All records on the page will be selected if you select the checkbox in the header.

Confirm deletion modal window.png


Fig. 2. Deletion confirmation modal window

1.1.2. Name column

The name of the closure reason is displayed here.

1.1.3. Description column

The description of the closure reason is displayed here.

1.1.4. Edit tool

When hovering over the button, a tooltip with the tool name is displayed. After clicking the button Screenshot 2024-11-29 113414.png , the Edit reason modal window opens (Fig. 3), where the data can be modified.

Edit reason.png
Fig. 3. Edit reason modal window

1.1.5. Delete tool

It is used to remove an object with confirmation through a modal window. A modal confirmation window appears after clicking the image-20241231-121409.png button. Clicking the Yes button - deletes the object and the entry. Clicking the No button closes the modal window, and the object is not deleted.

Confirm deletion modal window.png

Fig. 4. Deletion confirmation modal window

1.2. Search field

The search is performed by the Name column.

It consists of an input field and a close button ( image-20241218-160723.png ) displayed when the cursor is placed in the input field. To search by part of a word or a number, use the * symbol. You can also use the * character to replace any number of characters.

1.3. Add tool

To add a new closure reason, click the add button ( 1e209be9-9cb5-43c4-97b3-2465beb58213 ). After clicking the add button, the Add reason modal window opens (Fig. 5), which consists of the following elements:

  • Name field — a required field. The name of the closure reason;

  • Description field — the description of the closure reason;

  • Save button — adds the closure reason;

  • Cancel button — closes the modal window without saving

Add reason.png
Fig. 5. Add reason modal window

1.4. Refresh tool

Updating the register table is performed by clicking on the refresh button - image-20241220-111256.png .

1.5 Delete tool

The delete button (Fig. 1.(5)) becomes active after selecting records using the checkbox. Clicking the button opens a confirmation modal window (Fig. 4).

1.6. Pagination

It consists of the Rows per page field, which indicates the number of entries (it is possible to set from 1 to 1000) per page, and forward and backward buttons for switching pages.

2. Opportunities

2.1. Add reason

Goal

Add reason

Preconditions

  1. Access to the CRM application;

  2. Access to the Closure reasons section in the CRM application;

  3. Permission to create or edit records in the Closure reasons section;

  4. At least one record exists or a new one is being created.

Steps:

 

  1. Click the add button ( image-20250211-133952.png ). The Add reason modal window opens.

  2. Enter the required data.

  3. Click the Save button.

Result

The modal window is closed. The data is saved. The record is added to the registry.

2.2. Delete reason

Goal

Delete a reason

Preconditions

  1. Access to the CRM application;

  2. Access to the Closure reasons section in the CRM application;

  3. Permission to create or edit records in the Closure reasons section;

  4. At least one record exists or a new one is being created.

Steps:

 

  1. Find the record to be deleted.

  2. Click the delete button ( image-20250213-111620.png ). The deletion confirmation modal window opens.

  3. Click the Yes button.

Result

The modal window is closed. The record is deleted.

2.3. Delete multiple reasons

Goal

Delete multiple reasons

Preconditions

  1. Access to the CRM application;

  2. Access to the Closure reasons section in the CRM application;

  3. Permission to select and delete records in the Closure reasons section;

  4. At least one record exists or a new one is being created.

Steps:

 

  1. Find the records to be deleted in the registry and select them using the checkbox.

  2. Click the delete button in the top part of the records registry. The deletion confirmation modal window opens.

  3. Click the Yes button.

Result

The modal window is closed. The records are deleted.

2.4. Edit reason

Goal

Edit reason parameters

Preconditions

  1. Access to the CRM application;

  2. Access to the Closure reasons section in the CRM application;

  3. Permission to create and edit records in the Closure reasons section;

  4. At least one record exists or a new one is being created.

Steps:

 

  1. Find the record to be edited in the registry.

  2. Click the edit button for this record. The Edit reason modal window opens.

  3. Make the required changes. The Save button becomes active.

  4. Click the Save button.

Result

The data is saved.