Difference between revisions of "How do I Create a Contact Type?"

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== More Information ==
 
== More Information ==
 
Go to {{Menu|{{PP}}|Tasks Outstanding}}.
 
Go to {{Menu|{{PP}}|Tasks Outstanding}}.
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* Enter an {{DataPrompt|Employee Code}} of your choice and press {{KeyPress|ENTER}}.
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* Enter an {{DataPrompt|Employee Code}} of your choice and press {{KeyPress|Enter}}.
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* At this point press the {{Button|Add}} button or press {{KeyPress|F6}} to add a new {{DataPrompt|Task}}.
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* Click {{Button|Add}} or press {{KeyPress|F6}} to add a new {{DataPrompt|Task}}.
 
* Go to the {{DataPrompt|Type}} Field and press {{KeyPress|C-F1}}.
 
* Go to the {{DataPrompt|Type}} Field and press {{KeyPress|C-F1}}.
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* Click the {{Button|Add}} button or press {{KeyPress|F6}} to create a new {{DataPrompt|Type}}.
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* Click {{Button|Add}} button or press {{KeyPress|F6}} to create a new {{DataPrompt|Type}}.
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* Enter the new {{DataPrompt|Type}} code you require and press {{KeyPress|ENTER}}.
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* Enter a three character code in the {{DataPrompt|Type}} field.
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{{Example|text={{DataValue|URG}} for Urgent Tasks.}}
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* Enter a {{DataPrompt|Description}}.
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* Enter the {{DataPrompt|Description}} for your {{DataPrompt|Type.}}
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* To add a colour to the code select the {{DataPrompt|Text}} and {{DataPrompt|Background}} Colours. This can be useful in making contacts stand out.  
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{{Example|text={{DataValue|Urgent Must Be Done ASAP !!!!}}.}}
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* Press {{KeyPress|Esc}} or click {{Button|Done}}.
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* There is also a {{DataValue|Colours}} section. This is optional but can be useful to make contacts stand out. You can set a {{DataPrompt|Text}} and {{DataPrompt|Background}} Colour.
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* Click {{Button|Accept}}.  
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{{Example|text={{FontColour|black|Red|Urgent Must Be Done ASAP !!!!}}.}}
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* Click {{Button|Done}} and {{Button|Ignore}} to exit without saving the contact record or complete your contact and click {{Button|Accept}} to save it.
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* Finally press {{KeyPress|ESC}} and click {{Button|Accept}} or click {{Button|Done}} to save the details.
 
  
 
== See also ==
 
== See also ==

Revision as of 13:56, 14 October 2021

Summary

This article explains how to create a new Personnel Planning contact type.

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".
  • Go to the "Type" Field and press <Ctrl+F1>.
  • Click [Add] button or press <F6> to create a new "Type".
  • Enter a three character code in the "Type" field.
  • Enter a "Description".
  • To add a colour to the code select the "Text" and "Background" Colours. This can be useful in making contacts stand out.
  • Press <Esc> or click [Done].
  • Click [Accept].
  • Click [Done] and [Ignore] to exit without saving the contact record or complete your contact and click [Accept] to save it.

See also


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Keywords AND Misspellings
type, tasks, outstanding, code, personel, personnel, planning, contact
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GR50

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