How do I Create a Contact Reason Code?
From Catalyst
Summary
This article explains how to create a Personnel Planning Contact Reason code.
More Information
Go to " Personnel Planning Tasks Outstanding".
- Enter an "Employee Code" of your choice and press <Enter>.
- Click [Add] or press <F6> to add a new "Task".
- Enter a "Type" and "Account" code into the task and press <F6> to create a Contact record.
- Go to the "Reason" field and press <Ctrl+F1>.
- Click [Add] or press <F6> to create a new "Reason" code.
- Enter a three character code in the "Reason" field.
- Enter a "Description".
- Press <Esc> or click [Done].
- Click [Accept].
- Click [Done] and [Ignore] to exit without saving the contact record or complete your contact and click [Accept] to save it.
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
