codes
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| codes [2021/08/03 11:32] – [Codes] darryl | codes [2021/09/06 14:51] (current) – external edit 127.0.0.1 | ||
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| ====== Codes ====== | ====== Codes ====== | ||
| {{ : | {{ : | ||
| - | Codes are a fundamental part of Call2Field. Almost all of these are configurable which allows them to suit your specific needs. You can create your own Call Types, Fault Codes, Products, and many more. Codes are firstly used to set up easy to use dropdowns & pre-populated fields, which can then in turn provide you with comprehensive filtering and [[Reporting]] criteria. | + | Codes are a fundamental part of Call2Field. Almost all of these are configurable which allows them to suit your specific needs. You can create your own Call Types, Fault Codes, Products, and many more. Codes are firstly used to set up easy to use dropdowns & pre-populated fields, which can then in turn provide you with comprehensive filtering and [[Run Reports|Reporting]] criteria. |
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| + | ==== Adding a Code ==== | ||
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| + | To create a code, first open the Code List, and then click on the Code you wish to add, for example ' | ||
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| + | {{ : | ||
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| + | Depending on the Code, you'll either have a new blank line within the list to populate, or for more complex codes you'll get a pop-out window. Enter the details of your new Code, and click the Save icon (this may be labelled as ' | ||
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| + | {{ : | ||
| + | ---- | ||
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| + | ==== Modifying a Code ==== | ||
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| + | To modify a Code, open the Code List and click on the relevant Code. From here, click the Pencil icon to the right of the Code Name. You'll either be able to edit within the list, or for more complex Codes, you'll get a pop-out window. | ||
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| + | On this window, there won't be any pink mandatory fields, as these would have already been filled in, and usually at least one field will be uneditable, usually the Code itself as this is the unique key value. | ||
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| + | Click Update to save your changes, or Cancel to close the window and abandon changes. | ||
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| + | ---- | ||
| ==== Codes List ==== | ==== Codes List ==== | ||
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| ^Customer Module^Description^ | ^Customer Module^Description^ | ||
| |[[Area]]|A regional or zone-based dropdown| | |[[Area]]|A regional or zone-based dropdown| | ||
| - | |[[Currency]]|| | + | |[[Currency]]|The chosen currency of your Customer| |
| - | |[[Contract Type]]|| | + | |[[Contract Type]]|Allows for different levels of Contract| |
| - | |[[Cover]]|| | + | |[[Cover]]|Working time| |
| - | |[[Industry]]|| | + | |[[Industry]]|The industry that a Customer or Site belongs to| |
| |[[VAT]]|The VAT rate that a Customer requires| | |[[VAT]]|The VAT rate that a Customer requires| | ||
| - | |[[Equipment Status]]|| | + | |[[Equipment Status]]|Dropdown code for Equipment| |
| - | |[[Product Group]]|| | + | |[[Product Group]]|Category or Group which a Product belongs to| |
| - | |[[Product]]|| | + | |[[Product]]|Make/Model of a machine which is used to create an Equipment record| |
| ^Call Module^Description^ | ^Call Module^Description^ | ||
| - | |[[Call Type]]|| | + | |[[Call Type]]|The category of Call, e.g. Breakdown, Service etc.| |
| - | |[[Custom Code]]|| | + | |[[Custom Code]]|A dropdown which can be named under the System Settings - usually used as a sub-status| |
| - | |[[Fault]]|| | + | |[[Fault]]|The issue which an Engineer finds during their Field Report| |
| - | |[[Repair]]|| | + | |[[Repair]]|What the Engineer has done to resolve the issue| |
| - | |[[Problem]]|| | + | |[[Problem]]|The issue or reason for the call as reported by the Site| |
| - | |[[Activity Type]]|| | + | |[[Activity Type]]|Category of activity in the Diary| |
| ^Stock Module^Description^ | ^Stock Module^Description^ | ||
| - | |[[Order Type]]|| | + | |[[Order Type]]|Category of Sales Order| |
| - | |[[Adjustment]]|| | + | |[[Adjustment]]|Reason for change to Stock record| |
| - | |[[PO Status]]|| | + | |[[PO Status]]|The status of a Purchase Order, such as ' |
| ^Quote Module^Description^ | ^Quote Module^Description^ | ||
| - | |[[Quote Type]]|| | + | |[[Quote Type]]|Category of Quote, similar to Call Type| |
| - | |[[Quote Status]]|| | + | |[[Quote Status]]|Status of Quote, for example ' |
| ^System Codes^Description^ | ^System Codes^Description^ | ||
| |[[Employee]]|Record of an employee within the system| | |[[Employee]]|Record of an employee within the system| | ||
| - | |[[User]]|Login account| | + | |[[User]]|Login account |
| |[[User Profile]]|Permissions for a User| | |[[User Profile]]|Permissions for a User| | ||
| ^Sales Module^Description^ | ^Sales Module^Description^ | ||
| - | |[[Title]]|| | + | |[[Title]]|Contact title e.g. ' |
| - | |[[Department]]|| | + | |[[Department]]|The department within the contact' |
| - | |[[Source]]|| | + | |[[Source]]|Where the lead came from| |
| - | |[[Event Type]]|| | + | |[[Event Type]]|Category of the activity| |
| - | |[[Phase]]|| | + | |[[Phase]]|The stage which the opportunity is currently at| |
| - | |[[Recurrence Type]]|| | + | |
codes.1627990323.txt.gz · Last modified: (external edit)