Canceling an organization

SECURITY  Security Level with access to CRM, permission to view organizations of the same type, and object permissions to edit the organization

NAVIGATION   > CRM > Search > Organizations > click Search > click on an organization name > Tools > Cancel Organization

NAVIGATION  Any Organization table > context menu > Cancel Organization

Running the Cancel Organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site. Wizard sets the status to Inactive and changes the organization type to Cancelation. It removes the organization from current business activity.

To cancel an organization, do the following:

  1. To open the page, use the path(s) in the Security and navigation section above.
  2. On the Tools menu or the context menu, select Cancel Organization. The Cancel Organization Wizard is launched.
  3. On the first page, read the summary of actions and confirm that you are canceling the right organization. Then, click Next.
  4. Select the resources you would like to notify. Click Load to access the list of resources. Enter any Other Email addresses you want to include, separated by semi-colons. Click Next.
  5. Select the notification template you want to use, edit the subject if desired and, optionally, add additional text to the notification. Click Next.

  1. Review the Summary of Actions to Perform and click Finish.