Add a Custom Plan Termination Reason

---

Use these steps to add a custom plan termination reason in Patheon Portal that staff can then select and record for a sale when a customer terminates their plan membership.

Important: Custom plan termination reasons can also be selected by the site's EWA customer app users when they terminate their plan from the app.

1. Open Patheon Portal.
2. Select Configuration.

1. Select Customization. The Customization panel opens.

1. Select Reason Management. The Reason Management panel opens.

1. Select Termination. The termination reasons list opens.

1. Select + Add another termination reason. The Reason* field opens.

1. Enter the custom reason text. Important: Reason text cannot be longer than 50 characters
2. Select  (save). The custom termination reason is saved.

---