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| custom_code [2021/08/24 15:05] – created gareth | custom_code [2021/09/06 13:54] (current) – external edit 127.0.0.1 |
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| ===== Custom Codes ===== | ===== Custom Code ===== |
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| Custom Codes are used to create a list of personalised sub statuses for calls, the sub status can be used to show the current progress of the job e.g. "needs server update" would let you know specifically what the issue is that needs amending. | The Custom Code is a dropdown field within the [[Call]] screen which is designed to be used as a dropdown, and can act as a secondary status, or 'job stage'. The Custom Code can be given it's own name under the [[General System Settings]] screen. Once the name has been changed, this is what the field will appear as wherever it is shown. |
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| To add a new Custom code click the "Add New Custom Code" option, a new row will appear on the list view. You'll need to give the new code a description and a code (abbreviation) in order to save it, if you tick the "is default" it will make this those the default one that is assigned when a new call is raised. | To add, view or edit Custom Codes, open the list within the Codes menu. |
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| ''Insert Image Here'' | {{ :customcode.png?600 |}} |
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| If a custom code is no longer needed, you can tick the "Is Inactive" option and the custom code will no longer appear when raising a new call, it will however remain on all previous calls that have it set as their sub status. | Custom Codes can be added directly into the list. |
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| ==== Appearances ==== | ==== Appearances ==== |
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| * Custom Codes are used on the call screen and can be changed depending on the current stage of work on a call | * Custom Code appears on the main [[Call]] screen |
| | * Custom Code can be used to filter the [[Monitor]] |
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