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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 'Area' or 'Problem'. From here, click the Add New button at the top of the list.

Code Add in 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).

Code Add in 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.

On this window, there won't be any pink mandatory fields, as these would have already been filled in, and usually at least one field will be uneditable, usually the Code itself as this is the unique key value.

Click Update to save your changes, or Cancel to close the window and abandon changes.


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
CurrencyThe chosen currency of your Customer
Contract TypeAllows for different levels of Contract
CoverYour working time
IndustryThe industry that a Customer or Site belongs to
VATThe VAT rate that a Customer requires
Equipment StatusDropdown code for Equipment
Product GroupCategory or Group which a Product belongs to
ProductMake/Model of a machine which is used to create an Equipment record
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.1628503801.txt.gz · Last modified: (external edit)

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