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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
CoverWorking 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
Call ModuleDescription
Call TypeThe category of Call, e.g. Breakdown, Service etc.
Custom CodeA dropdown which can be named under the System Settings - usually used as a sub-status
FaultThe issue which an Engineer finds during their Field Report
RepairWhat the Engineer has done to resolve the issue
ProblemThe issue or reason for the call as reported by the Site
Activity TypeCategory of activity in the Diary
Stock ModuleDescription
Order Type
Adjustment
PO StatusThe status of a Purchase Order, such as 'delivered' or 'awaiting delivery'
Quote ModuleDescription
Quote TypeCategory of Quote, similar to Call Type
Quote StatusStatus of Quote, for example 'New' or 'Approved' etc
System CodesDescription
EmployeeRecord of an employee within the system
UserLogin account and access
User ProfilePermissions for a User
Sales ModuleDescription
TitleContact title e.g. 'Mr'
DepartmentThe department within the contact's company
SourceWhere the lead came from
Event TypeCategory of the activity
PhaseThe stage which the opportunity is currently at
codes.1628604801.txt.gz · Last modified: (external edit)

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