The procedure to cancel a home buy case is as follows:
- Using the Advanced search spy-glass (
), select Home Buy Case as the Search for and Search by category, and enter the Case ID as the search criteria 
1.
- With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Home Buy Case Details window is displayed.
- Click on Details. The Details tab is activated.
- Click on Case Actions. The Home Buy Case Actions window is displayed.
- Using the Select action drop-down field, select the specific status progression value of Cancel Case 2.
- Click on Next. The Cancel Home Buy Case window is displayed.
- Using the Cancellation reason drop-down field, select a parameter value to qualify the circumstances surrounding the cancellation of the home buy case.
- Use the Notes field to add contextual data in support of the home buy case being cancelled.
- Click on Save. The current status of the home buy case is set to Cancelled.
Note
1 Additional search criteria may need to be employed (e.g. start and end date ranges, type, stage, company, status) to ensure that the correct home buy case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.
2 It is only permitted to cancel a home buy case where the status is set to Open and all progression stages have already been cancelled i.e. no inherent tasks have previously been completed.
See related topics...
Home buy case progression management overview
To close a home buy case
Using the search facility
