Difference between revisions of "How do I Create a Contact Reason Code?"
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== More Information == | == More Information == | ||
Go to {{Menu|{{PP}}|Tasks Outstanding}}. | Go to {{Menu|{{PP}}|Tasks Outstanding}}. | ||
− | * Enter an {{DataPrompt|Employee Code}} of your choice and press {{KeyPress| | + | * Enter an {{DataPrompt|Employee Code}} of your choice and press {{KeyPress|Enter}}. |
− | * | + | * Click {{Button|Add}} or press {{KeyPress|F6}} to add a new {{DataPrompt|Task}}. |
− | * Enter a {{DataPrompt|Type}} and {{DataPrompt|Account}} code into the task and press {{KeyPress|F6}} to | + | * Enter a {{DataPrompt|Type}} and {{DataPrompt|Account}} code into the task and press {{KeyPress|F6}} to create a Contact record. |
* Go to the {{DataPrompt|Reason}} field and press {{KeyPress|C-F1}}. | * Go to the {{DataPrompt|Reason}} field and press {{KeyPress|C-F1}}. | ||
− | * Click | + | * Click {{Button|Add}} or press {{KeyPress|F6}} to create a new {{DataPrompt|Reason}} code. |
− | * Enter the | + | * Enter a three character code in the {{DataPrompt|Reason}} field. |
− | + | * Press {{KeyPress|Esc}} or click {{Button|Done}}. | |
− | * | + | * Click {{Button|Accept}}. |
− | {{ | + | * Click {{Button|Done}} and {{Button|Ignore}} to exit without saving the contact record or complete your contact and click {{Button|Accept}] to save it. |
− | * | ||
== See also == | == See also == |
Revision as of 13:52, 14 October 2021
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.
- Press <Esc> or click [Done].
- Click [Accept].
- Click [Done] and [Ignore] to exit without saving the contact record or complete your contact and click {{Button|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?
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