Setup contacts

Setting up lost reasons

Use the Lost Reasons setup screen to enter factors that result in clients terminating their business relationship with your firm. Tracking this information enables your firm to identify areas where improvements can be made.
note
This screen is available only if you are licensed for the Client Management module.
To set up lost reasons, follow these steps.
  1. Choose Setup > Client Retention Descriptions > Lost Reasons.
  2. On the Lost Reasons setup screen, select the
    Add
     button.
  3. Enter a reason in the
    Description
     field. An example might be "Cost."
  4. Select
    Enter
     to save the lost reason.
The lost reasons that you enter on this screen can be selected in the
Lost reason
 field on the Main tab of the Clients setup screen.

This article applies to:

  • Product: DT Practice