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Table of Contents
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.
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.
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 'Update' if you're on a pop-out window).
Modifying a Code
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.
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 Module | Description |
---|---|
Area | A regional or zone-based dropdown |
Currency | |
Contract Type | |
Cover | |
Industry | |
VAT | The VAT rate that a Customer requires |
Equipment Status | |
Product Group | |
Product |
Call Module | Description |
---|---|
Call Type | |
Custom Code | |
Fault | |
Repair | |
Problem | |
Activity Type |
Stock Module | Description |
---|---|
Order Type | |
Adjustment | |
PO Status |
Quote Module | Description |
---|---|
Quote Type | |
Quote Status |
System Codes | Description |
---|---|
Employee | Record of an employee within the system |
User | Login account |
User Profile | Permissions for a User |
Sales Module | Description |
---|---|
Title | |
Department | |
Source | |
Event Type | |
Phase | |
Recurrence Type |