Defining Individual Transaction Codes

Use the Transaction Codes page, Transaction Codes tab to define a transaction code.

To display the Transaction Codes page, in the Configuration menu click Transaction Codes then click the Codes tab.

To define individual transaction codes:

  1. Click New in the Codes tab. An untitled code is created.
  2. Enter the details of the code:

    Field Name Description

    Menu Text

     

    Type the string the Agent Console displays when displaying the code.

    For Example, Attend Meeting

    For Example, Prospect Interested – Call Back

    Report Text

     

    Type the string the Agent Console displays when listing the code in a report.

    For Example, Attend Meeting

    For Example, Prospect Interested – Call Back

    Short Code

     

    Type the string the Agent Console uses when displaying the code's short identifier.

    For Example, Mtg

    For Example, Int

  3. Check box to assign the code to an agent's action.
  4. Repeat steps 1-3 to create multiple codes.
  5. Click Save.

What's Next?

Assigning Transaction Codes

See Also

Transaction Codes - Overview

**********************************

 

Figure 144: Transaction Codes page, Codes tab

If the Codes tab is disabled, to enable the Codes tab perform the procedure in Defining Properties of Transaction Code Lists , on page 1.

 


Send us your Feedback