How do I Create a Contact Reason Code?
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Revision as of 20:16, 4 February 2015 by Charles Allison (talk | contribs)
Summary
This article explains how to create a Personnel Planning Contact Reason code.
More Information
Go to " Systems 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
