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There are two sets of action
codes. One is for your global names table to identify people and
the other is for the communication station to identify if something
needs to be followed up, if it was a phone call, a message, etc.. To
find out how to add action codes for the communication station click here.
The instructions below are for the
individual modules and the global names contacts. This is when you
want to identify people further such as are they an agent, a director, a
production manager, a stage manager, etc.
Action Codes for: Agencies,
Artists, Organizations,
Producers, Venues
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Agencies |
1.
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Go to Utility |
2. |
Go to Operational Control
Record |

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3. |
Go to Agencies |

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4. |
Click on the Global Name
Assignments |

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5. |
A box will appear, if this
is your first time to use the Action Codes the box will be blank. |
6. |
Put your curser in the line
that has a * next to it. |
7. |
Type in the
description. Since this is for agencies we can put in Agent. |

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8. |
Then put your curser in the
CAT field. This field can only be three digits long. Since
we are entering Agent in we will put AGT in the CAT field |

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9. |
To add put your curser in
the blank line below. |
10. |
If you are finished you can
exit out of the box. If you have more to add just repeat steps six
through nine. |
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Possible action codes:
AGT = Agent
AST = Assistant
OFM = Office Manager |
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Artists |
3. |
Go to Artist |
4. |
Click on the Global Name
Assignments |

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5. |
A box will appear, if this
is your first time to use the Action Codes the box will be blank. |
6. |
Put your curser in the line
that has a * next to it. |
7. |
Type in the
description. Since this is for an artist we can put in Manager. |

|
8. |
Then put your curser in the
CAT field. This field can only be three digits long. Since
we are entering Manager in we will put MNG in the CAT field |
9. |
To add put your curser in
the blank line below. |
10. |
If you are finished you can
exit out of the box. If you have more to add just repeat steps six
through nine. |
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Possible action codes:
MNG = Manager
AST = Assistant
MUS = Musician |
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Organizations |
3. |
Go to Organizations |
4. |
Click on the Global Name
Assignments |

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5. |
A box will appear, if this
is your first time to use the Action Codes the box will be blank. |
6. |
Put your curser in the line
that has a * next to it. |
7. |
Type in the
description. Since this is for organizations we can put in
Director. |
8. |
Then put your curser in the
CAT field. This field can only be three digits long. Since
we are entering Director in we will put DIR in the CAT field |

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9. |
To add put your curser in
the blank line below. |
10. |
If you are finished you can
exit out of the box. If you have more to add just repeat steps six
through nine. |
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Possible action codes:
DIR = Director
AST = Assistant
SCH = School |
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Producers |
3. |
Go to Producers |
4. |
Click on the Global Name
Assignments |

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5. |
A box will appear, if this
is your first time to use the Action Codes the box will be blank. |
6. |
Put your curser in the line
that has a * next to it. |
7. |
Type in the
description. Since this is for producers we can put in manager. |
8. |
Then put your curser in the
CAT field. This field can only be three digits long. Since
we are entering Agent in we will put MGR in the CAT field |

|
9. |
To add put your curser in
the blank line below. |
10. |
If you are finished you can
exit out of the box. If you have more to add just repeat steps six
through nine. |
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Possible action codes:
MGR = Manager
PRD = Producer
PRM = Promoter |
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Venues |
3. |
Go to Venues |
4. |
Click on the Global Name
Assignments |