How do I Create a Contact Type?
From Catalyst
Revision as of 09:44, 12 November 2014 by Katherine Rennie (talk | contribs)
 |
This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
This article explains how to create a new Personnel Planning contact type.
More Information
Go to " Systems Personnel Planning Tasks Outstanding".
- Enter an "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>.
- 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. 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?
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Tags
GR50
