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How
to Add Action Codes in
the Communication Station
click
here to see the video
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There are two sets of action
codes. One is for your global names table to identify people.
To learn how to do add those action codes click here.
The instructions below are for the
actions code used in the Communication Station such as follow up, phone
message, project tracker, etc..
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| 1. |
Go to Utility |
| 2. |
Go to Operational Control
Record |
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| 3. |
Go to Categories |
| 4. |
Go to Action Codes |
| 5. |
A Box will appear. |
| 6. |
Put your curser in blank
line with the * next to it. |
| 7. |
Put in the description. For
our example we can use Phone Message |
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| 8. |
Put in the CAT, which should
only be 3 digits long. For phone message we can use PHN |
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| 9. |
To save it put your curser
on the line below. |
| 10. |
If you are finished you can
exit out. Otherwise you can repeat steps six through nine. |
