How do I Create a Contact Reason Code?
From Catalyst
Revision as of 12:32, 21 August 2014 by Richard Green (talk | contribs)
 |
This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
This article explains how to create another Personnel Planning contact reason code.
More Information
Go to " Systems Personnel Planning Tasks Outstanding".
- Enter a "Employee Code" of your choice and press <Enter>.
- At this point press [Add] button or press <F6> to add a new "Task".
- Enter a "Type" and "Account" code into the task and press <F6> to get into the contact details.
- Go to the "Reason" Field and Press <Ctrl+F1>.
- Here click the [Add] button or press <F6> to create a new "Reason" code.
- Enter the new "Reason" code you require and press <Enter>.
 | 'CUS' for Customer Follow ups. |
- Enter the "Description" for your "Reason" code.
| 'Customer Sale Follow up'. |
- Finally press <Esc> and click [Accept] or click [Done] to save the details.
See also
- How do I Create a New Task in Tasks Outstanding?
- How do I View and Edit Existing Tasks in Personnel Planning?
- How do I Record a Contact Against a Customer/Supplier?
- [[How do I Set up a Task Status?}}
- [[How do I Create a Contact Type?}}
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Tags
GR50
