Setting Up Reason Codes

This topic discusses how to set up reason codes.

Page Name	Definition Name	Usage
Reason Code Page	RB_REASON_CD	Create reason codes for various actions.

To set up reason codes, use the Reason Code (RB_REASON_CD) component.

Use the Reason Code page (RB_REASON_CD) to create reason codes for various actions.

Navigation

select Set Up CRM, then select Common Definitions, then select Codes and Auto Numbering, then select Reason Codes, then select Reason Code

Image: Reason Code page

This example illustrates the fields and controls on the Reason Code page.

Use the Effective Date and Status fields to make the reason code available to users. Select the Reason Type that you want the system to associate with the reason code that appears on the page. Enter more detailed descriptions for both agents and self-services users (if needed).

Setting Up Reason Codes

Page Used to Set Up Reason Codes

Reason Code Page