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.
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