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Codes

Codes List 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.

The Codes List can be opened by clicking your name on the top-right of the screen, and clicking the Codes option.


Adding a Code

To create a code, first open the Code List, and then click on the Code you wish to add, for example 'Problem'. From here, click the Add New button at the top of the list.

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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.

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Enter the details of your new Code, and click the Save icon (this may be an 'Update' button if you're on a pop-out window).


Codes List

Below is a list of all Codes, split into the Modules that they are mostly used in (although Codes can appear across multiple Modules):

Customer ModuleDescription
AreaA regional or zone-based dropdown
Currency
Contract Type
Cover
Industry
VATThe VAT rate that a Customer requires
Equipment Status
Product Group
Product
Stock ModuleDescription
Order Type
Adjustment
PO Status
Quote ModuleDescription
Quote Type
Quote Status
System CodesDescription
EmployeeRecord of an employee within the system
UserLogin account
User ProfilePermissions for a User
codes.1627998674.txt.gz · Last modified: by darryl

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