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Action Codes [FM]

Action Codes​

From the DockMaster menu, select File Maintenance > Action Codes

Action Codes are used by the Salesperson to indicate what it is that should happen next in the sales cycles and when it should happen. There may also be a suggested Next Action actually stored with each Action Code that would indicate what action might come next. For example, the action "Visit Showroom" once completed might have another Action such as "Mail Welcome Letter" associated as the Next Action to take. This Next Action would then be placed in the grid automatically when the "Visit Showroom" Action is completed.

  • Action Code – Enter a 10 character Action Code Id.
  • Action Code Description – Enter a brief description for this Action.
  • Duration – Enter the number of minutes this Action typically takes to complete.

--Next Action(s)--

Suggested Next Actions can be assigned to the Action Code by entering the codes in this grid. In the Follow Up, Service, and Storage tabs, once the Action is marked as complete, the Next Action in this grid will populate the Next Action grid automatically and then be editable by the sales person. For example, once the "Visit Showroom" action is completed, the Next Action associated with this action, say, "Mail Welcome Letter" will now display in the Next Action Grid.

  • Action Code – Enter the suggested Next Action Code Id.
  • Days – When the previous action is marked complete, the system will use the current date plus the number of Days and Hours entered here to determine the next action date for this suggested action.
  • Hours – Enter the additional number of hours to be used to schedule the next action date. The system will use the Days and Hours entered here to determine the next action date for this suggested action.