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Client Management

Set up lost reasons

Define the reasons clients end their relationship with your firm, helping you identify areas for improvement.
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. Go to
    Setup
    Client Retention Descriptions
    Lost Reasons
    .
  2. On the
    Lost Reasons setup
     screen, select
    Add
    .
  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: Practice CS
  • Subject: Clients