Contact Reason

Use this option to define contact reasons and associate customer documents with them.

• Select Setup | Subscription | Codes | Contact Reason to display the Contact Reason screen.

  
• Select Add and complete the following fields.

  Field	Type	What to enter
  CONTACT REASON	open (8)	Enter a contact type, such as “Followup” or “Upsell”.
  START DATE, END DATE	date	Enter the date range during which this contact reason is valid.
  DESCRIPTION	open (30)	Enter a description of this contact reason.
  DOCUMENT	open (50)	Specify the document name to be associated with this contact reason. Document names are defined using the DOCUMENTS option in the Graphical Setup module.

• Click OK to save the contact reason in the database or Add Another to save the existing record and add another contact reason.