Difference between revisions of "How do I Create a Contact Reason Code?"
From Catalyst
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* Here click the {{Button|Add}} button or press {{KeyPress|F6}} to create a new {{DataPrompt|Reason}} code. | * Here click the {{Button|Add}} button or press {{KeyPress|F6}} to create a new {{DataPrompt|Reason}} code. | ||
* Enter the new {{DataPrompt|Reason}} code you require and press {{KeyPress|Enter}}. | * Enter the new {{DataPrompt|Reason}} code you require and press {{KeyPress|Enter}}. | ||
− | {{Example|text={{DataValue|CUS}} for Customer Follow ups}} | + | {{Example|text={{DataValue|CUS}} for Customer Follow ups.}} |
* Enter the {{DataPrompt|Description}} for your {{DataPrompt|Reason}} code. | * Enter the {{DataPrompt|Description}} for your {{DataPrompt|Reason}} code. | ||
{{Example|text={{DataValue|Customer Sale Follow up}}.}} | {{Example|text={{DataValue|Customer Sale Follow up}}.}} |
Revision as of 12:27, 21 August 2014
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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?
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GR50