Set Up Sign Off Reasons (1205 onwards)

Created by Migration Bot, Modified on Fri, 23 Oct at 11:24 AM by Migration Bot

Originally written by John Hardwick, last updated Jan 30, 2026, on the Swan Retail knowledge base (FRS).

This program holds a list of reasons why a sales consultant is to exit the up-board system.

This program, primarily for the US market, allows a list of reasons as to why a sales consultant would leave the contact waiting system.

Menu Location: System Admin > Upboard> Set Up Sign Off Reasons

Click the NEW button or New on the side panel to generate a new record.
Click the icon to amend an existing record.
Once in amend / insert more, click the to save changes or to abort the action.
Click the CLOSE button, or Back option on the side panel to leave the page (or select another option from the menu)

Item	Description
Reason	Specify a reason why a salesperson would leave the up-board queuing system.
Active	Tick to enable operators to use this reason when leaving the up-board. Untick to stop this reason code from being used within the up-board.
Is Partial Sign Off Reason	Ticking stops the sales person from being allocated new prospects, but keeps their position in the queue. When they log back into the Up-board they will resume their position in the waiting list.