Difference between revisions of "How do I Create a Contact Reason Code?"
From Catalyst
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* [[How do I View and Edit Existing Tasks in Personnel Planning?]] | * [[How do I View and Edit Existing Tasks in Personnel Planning?]] | ||
* [[How do I Record a Contact Against a Customer/Supplier?]] | * [[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?}} | ||
{{KB_Tags|reason, tasks, outstanding, code, personel planning, contact}} | {{KB_Tags|reason, tasks, outstanding, code, personel planning, contact}} | ||
{{KB_PP}} {{ZN_Admin}} | {{KB_PP}} {{ZN_Admin}} | ||
{{KB_Ref|GR50}} | {{KB_Ref|GR50}} | ||
Revision as of 12:32, 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?
- [[How do I Set up a Task Status?}}
- [[How do I Create a Contact Type?}}
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Tags
GR50
