Difference between revisions of "How do I Create a Contact Reason Code?"
From Catalyst
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* Enter a {{DataPrompt|Type}} and {{DataPrompt|Account}} code into the task and press {{KeyPress|F6}} to get into the contact details. | * Enter a {{DataPrompt|Type}} and {{DataPrompt|Account}} code into the task and press {{KeyPress|F6}} to get into the contact details. | ||
* Go to the {{DataPrompt|Reason}} Field and Press {{KeyPress|C-F1}}. | * Go to the {{DataPrompt|Reason}} Field and Press {{KeyPress|C-F1}}. | ||
| − | * | + | * 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.}} | ||
Revision as of 12:20, 24 December 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>.
- 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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