How to add a Cause
How to add a cause to the relationship matrix
Go to the Configuration Module.
Note: Only users with level 4 access and above can modify causes.
On the left-hand side of the screen, navigate to the Causes menu.
Double-click to open the menu.
You will see a list of existing causes—only those with a checkmark in the “Enabled” field are active.
Review all causes to find the one you want to enable. If the cause is listed, simply tick the “Enabled” field to activate it.
If the cause does not exist, you can add it by clicking the add button (plus symbol) at the bottom of the screen.
A popup window will appear where you can enter the new cause.
Once you’ve entered the cause and selected “OK,” it will be saved to the list, automatically enabled, and ready for use in the Relationship Matrix.