The Codes entered in this table only appear under the Client file Marketing tab and can be used in the new MyCCT reports, to assist with the statistics and planning.
The Marketing codes required in the Trip file are entered under the Codes Table.
To avoid duplication, always check previous entries before creating a new code. To view all previous entries, open the Maintain Marketing Codes screen and leave the Type field blank.
The system does not allow the deletion of a code which has been used. Therefore care must be taken in choosing codes to be added to the system.
Adding a New Type
Click the New Type button to display the dialogue box. Complete the Type and Description fields and click OK.
The Delete button in the background relates to the position of the highlight on the screen.
Adding New Codes
Click on the New Code button.
In the Details area select the Type code to be attached to a code to from the scroll, complete the Code and Name fields, then click OK.
Deleting a Code
Delete a code from the system if it is no longer required. Highlight the Code in the upper part of the Maintain Marketing Codes screen to transpose the details into the action buttons at the bottom of the screen.
Click the Delete button and click OK.
Deleting a Type
A Type cannot be deleted unless all the attached Codes are deleted first.
After the codes have been deleted, the Type can then be displayed in the Type filter box at the top of the Maintain Marketing Codes screen. Click on the Delete Type button and click OK.
Redisplaying and Modifying a Table Item
From the Menu bar, select Tools then Tables and select from the sub menu.
Choose the type code by selecting from the drop down scrolls attached to the Lookup Type, Service Type or Type fields.
Search for the required item:
- Enter Criteria or Search fields
Enter as much of the item name as possible in the Enter Criteria or Search Press Tab to display the nearest match to the entry in the lower half of the screen - Apply To
The drop down list attached to this field varies to match the Table displayed. Use the options displayed under this field to help sort items in this table, e.g. Suburb Table offers the option to sort by state or postcode
The items in the table are displayed in the upper part of the screen, with titles to match the table. If the list is extensive, scroll indicators will appear.
The Details area of the screen displays the results of the search. Details can also be displayed attached to any item in the upper part of the screen by highlighting it. These details are then displayed in the Details area.
The example below shows that it is item 14713 of 16475 entries in the Details heading. It is time consuming to try and display a particular item without using the Enter Criteria and Apply To fields.
Other tables have Search fields where the Name or Code can be entered to help trace an item.
Once the required item has been located, change the entry by overtyping the existing information. Click Save and Exit or OK to save the entry and exit from the screen.
Deleting a Table
A table item cannot be deleted if it has been used anywhere in the system. In such cases, a warning prompt will be displayed and the deletion cannot occur.
To delete a table item:
- Display the item required.
- Press the Delete button.
- A confirmation prompt will be displayed. Select Yes to continue with the deletion.
- Click Save and Exit or OK to save the deletion and exit from the screen.