codes
Differences
This shows you the differences between two versions of the page.
| Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
| codes [2021/08/09 10:10] – [Codes List] darryl | codes [2021/09/06 14:51] (current) – external edit 127.0.0.1 | ||
|---|---|---|---|
| Line 1: | Line 1: | ||
| ====== 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. |
| \\ | \\ | ||
| \\ | \\ | ||
| Line 37: | Line 37: | ||
| |[[Currency]]|The chosen currency of your Customer| | |[[Currency]]|The chosen currency of your Customer| | ||
| |[[Contract Type]]|Allows for different levels of Contract| | |[[Contract Type]]|Allows for different levels of Contract| | ||
| - | |[[Cover]]|Your working | + | |[[Cover]]|Working |
| |[[Industry]]|The industry that a Customer or Site belongs to| | |[[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| | ||
| Line 45: | Line 45: | ||
| ^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.1628503801.txt.gz · Last modified: (external edit)