Difference between revisions of "How do I Create a Contact Reason Code?"
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== More Information == | == More Information == | ||
− | Go to {{Menu | + | Go to {{Menu|{{PP}}|Tasks Outstanding}}. |
* Enter an {{DataPrompt|Employee Code}} of your choice and press {{KeyPress|ENTER}}. | * Enter an {{DataPrompt|Employee Code}} of your choice and press {{KeyPress|ENTER}}. | ||
* At this point press the {{Button|Add}} button or press {{KeyPress|F6}} to add a new {{DataPrompt|Task}}. | * At this point press the {{Button|Add}} button or press {{KeyPress|F6}} to add a new {{DataPrompt|Task}}. |
Revision as of 06:29, 9 January 2019
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>.
- At this point press the [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
- 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