codes
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| codes [2021/08/09 10:14] – [Codes List] 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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| ^Stock Module^Description^ | ^Stock Module^Description^ | ||
| - | |[[Order Type]]|| | + | |[[Order Type]]|Category of Sales Order| |
| - | |[[Adjustment]]|| | + | |[[Adjustment]]|Reason for change to Stock record| |
| |[[PO Status]]|The status of a Purchase Order, such as ' | |[[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.1628504084.txt.gz · Last modified: by darryl