The contact source code is used in addition to the contact type code to define where the request to carry out a contact originated from. Typically the customer may have contacted the dealer, the department within the dealership may have decided to contact the customer, or one department may have 'cross-referred' a prospective customer to another department. In order to analyse not only what type of contacts are being made but also from what source the contacts are being generated. One of the contact source codes held in this file is attached to every contact record.
When the option is selected, from the Miscellaneous menu, a standard File maintenance form is presented allowing the user to create a new code record or amend/delete an existing code.
There are two fields contained within the record, as follows:
Exit: Pressing this button takes you back to the CRM Miscellaneous options menu.
Create: This enables you to create a new contact source code. When the create button has been selected it is then disabled. When you have finished creating the new contact source code then press the second create button that is now enabled.
When creating a new contact type code you have two different options
The following options are only available by selecting an existing contact source code. As soon as you have done so the other Action buttons become enabled.
Amend: This option allows you to amend any of the details on the contact source code that you currently have loaded. When the Amend button is selected it becomes disabled while the Save and Cancel buttons become enabled. The Save function allows you to save the changes you have made and the Cancel option allows you cancel your actions.
Delete: by taking this option you will be able to delete the contact source code that you currently have loaded. Once you have pressed the Delete button you will be asked to confirm your input by pressing the second Delete button that has now become enabled. If you do not want to delete the contact source code then take the Cancel option.
Confirm: this option is disabled until you take the option to create, amend or delete. The description on this button will changed according to the initial option you have taken.
Initial option taken |
Confirm button changes to |
Create |
Create |
Amend |
Save |
| Delete | Delete |
Ad-hoc: Taking this option launches an ad hoc enquiries screen and allows you to run a report down the contact source codes file.
The messages that appear in this box are advising you of what you are or are not able to do. Some of the messages that appear here advise you of the status of the code that you are working with at the time.
Record loaded OK: The contact source code you have entered in the Source code field or selected from the ellipsis search has been loaded successfully.
Record secured OK: This message appears if the amend or delete options have been taken.
Record released: advises that record is no longer locked and appears if the cancel option is selected.
Record saved ok: indicates that the record has been successfully saved back to the contact source file when the save option has been taken.
Record deleted ok: This appears if you have deleted a contact type code.
Failed - duplicate key: This message advises you that when creating a new contact source code having taken the save option the system has found that the code already exists.
