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

From Catalyst
Jump to: navigation, search
m
(Bulk update)
 
(5 intermediate revisions by 3 users not shown)
Line 1: Line 1:
−
{{Review}}
 
−
 
 
== Summary ==
 
== Summary ==
 
This article explains how to create a new {{PP}} contact type.
 
This article explains how to create a new {{PP}} contact type.
  
 
== More Information ==
 
== More Information ==
−
Go to {{Menu|Systems|{{PP}}|Tasks Outstanding}}.
+
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 {{Button|Add}} button or press {{KeyPress|F6}} to add a new {{DataPrompt|Task}}.
+
* 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}}.
−
* Click the {{Button|Add}} button or press {{KeyPress|F6}} to create a new {{DataPrompt|Type}}.
+
* Click {{Button|Add}} button or press {{KeyPress|F6}} to create a new {{DataPrompt|Type}}.
−
* Enter the new {{DataPrompt|Type}} code you require and press {{KeyPress|Enter}}.
+
* Enter a three character code in the {{DataPrompt|Type}} field.
−
{{Example|text={{DataValue|URG}} for Urgent Tasks.}}
+
* Enter a {{DataPrompt|Description}}.
−
* Enter the {{DataPrompt|Description}} for your {{DataPrompt|Type.}}
+
* To add a colour to the code select the {{DataPrompt|Text}} and {{DataPrompt|Background}} Colours. This can be useful in making contacts stand out.
−
{{Example|text={{DataValue|Urgent Must Be Done ASAP !!!!}}.}}
+
* Press {{KeyPress|ESC}} or click {{Button|Done}}.
−
* 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.
+
* Click {{Button|Accept}}.
−
{{Example|text={{FontColour|black|Red|Urgent Must Be Done ASAP !!!!}}.}}
+
* Click {{Button|Done}} and {{Button|Ignore}} to exit without saving the contact record or complete your contact and click {{Button|Accept}} to save it.
−
* Finally press {{KeyPress|Esc}} and click {{Button|Accept}} or click {{Button|Done}} to save the details.
 
  
 
== See also ==
 
== See also ==
Line 24: Line 21:
 
* [[How do I Set up a Task Status?]]
 
* [[How do I Set up a Task Status?]]
  
−
{{KB_Tags|type, tasks, outstanding, code, personel, personnel, planning, contact}}
+
{{KB_Tags|type, tasks, outstanding, code, personel, personnel, planning, contact}}
−
{{KB_PP}} {{ZN_Admin}}
+
{{How}}{{KB_PP}}{{ZN_Admin}}
 +
 
 
{{KB_Ref|GR50}}
 
{{KB_Ref|GR50}}

Latest revision as of 05:29, 15 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


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
type, tasks, outstanding, code, personel, personnel, planning, contact
Tags

GR50

Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_Create_a_Contact_Type%3F&oldid=43142"