Difference between revisions of "How do I Create a Contact Type?"
From Catalyst
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* Here click the {{Button|Add}} button or press {{KeyPress|F6}} to create a new {{DataPrompt|Type}}. | * Here click the {{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 the new {{DataPrompt|Type}} code you require and press {{KeyPress|Enter}}. | ||
− | {{Example|text={{DataValue|URG}} for Urgent Tasks}} | + | {{Example|text={{DataValue|URG}} for Urgent Tasks.}} |
* Enter the {{DataPrompt|Description}} for your {{DataPrompt|Type.}} | * Enter the {{DataPrompt|Description}} for your {{DataPrompt|Type.}} | ||
{{Example|text={{DataValue|Urgent Must Be Done ASAP !!!!}}.}} | {{Example|text={{DataValue|Urgent Must Be Done ASAP !!!!}}.}} |
Revision as of 14:33, 19 August 2014
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Summary
This article explains how to create another Personnel Planning contact type.
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".
- Go to the "Type" Field and Press <Ctrl+F1>.
- Here click the [Add] button or press <F6> to create a new "Type".
- Enter the new "Type" code you require and press <Enter>.
'URG' for Urgent Tasks. |
- Enter the "Description" for your "Type."
'Urgent Must Be Done ASAP !!!!'. |
- There is also a 'Colours' section. This is optional but can be useful to make contacts stand out. Here you can set a "Text" and "Background" Colour.
Urgent Must Be Done ASAP !!!!. |
- 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?
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Tags
GR50