Sales Results Net New
Pathway: Reports > Analysis > Sales Results Net New
The Sales Results Net New screen has been updated to include a Reason Code column. If the user has permission 392 (Edit Reason Code in Sales Results and History), the reason code can be edited to another reason code of the same type.
Rate History
Pathway: Accounts > Customer Service Screen > Active Services Section
Start/End Reason columns have been added to the Rate History screen in replacement of the Reason Code column. If the user has permission 392 (Edit Reason Code in Sales Results Net New and Rate History), the reason code can be edited to another reason code of the same type.
