Cancel or Delete a Communication

If you don't want a scheduled communication to go to a specific constituent, you can cancel or delete it before it's sent. These options have different effects on the constituent's action record:

  • Cancel — The engagement moves to Complete/Cancelled and no longer appears as Upcoming. The associated action is automatically marked as complete.

  • Delete — The communication is removed, but the history and status of the associated action record remain unchanged.

For already sent communications, you can also delete the communication from the list. The interaction history remains in place on the constituent's action record.

  1. In the Development Agent, on the right under Related links, select Scheduled communications.

  2. Locate the scheduled communication you want to cancel.

  3. Select the ellipsis (⋯) next to it, and choose View.

    Ellipsis and View option for upcoming communications

  4. Scroll to the bottom of the communication details and select the X to cancel.

    Cancel option for upcoming communication

The engagement is canceled immediately and moves from the Upcoming tab to Complete/Cancelled. The associated action is marked as complete.

  1. In the Development Agent, on the right under Related links, select Scheduled communications or Communication history.

  2. Locate the communication you want to delete.

  3. Select the ellipsis (⋯) next to it, and choose Delete.

The communication is deleted from the list, but the constituent's associated action record remains open and is not canceled.