How do I Create a Contact Reason Code?

From Catalyst
Revision as of 12:21, 24 December 2014 by Katherine Rennie (talk | contribs)
Jump to: navigation, search

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>.
  • 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


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
reason, tasks, outstanding, code, personel planning, contact
Tags

GR50