Customer Add Reason Code Message Wizard

Use the Customer Add Reason Code Message Wizard to create a standard customer reason by assigning a Reason Code to explain why a specific Transaction Code is used for a customer transaction.  For example, you can assign a Reason Code if you remove a customer from the Lien workfile after they have qualified to receive a Lien letter.  You can view the customer reasons at the Customer Reasons Panel of the Customer Inquiry.

For additional information, click More.

Directions:

To see directions for...

• Opening the Customer Add Reason Code Reason Wizard, click More.

   

  1.  Click Daily Work from the Menu Bar.

  2.  Click File Maintenance.

  3.  Click Wizard Maintenance.

  4.  Click Customer.

  5.  Click Add Reason Code Message.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [y] [m] [w] [ENTER] [r] [ENTER].

   

  Customer Add Reason Code Message Wizard Window Example:

  Tip:  To see general instructions for each panel in the example below, the cursor becomes a hand when you position the cursor over the field or panel.  Click once to display the associated topic.

  

   

• Creating a new customer reason, click More.

   

  IMPORTANT:  To avoid losing data, the wizard automatically validates and saves your data when you click Finish .

  1. Open the Customer Add Reason Code Message Wizard.

  2. At the Choose Customer Step, enter the Customer ID in the Data Entry Panel.
     Tip:  To Search for customer, click Search .

  3. To advance to the next step, simply press [ENTER].
     Tip:  For more information about moving around within the Wizard, see Wizard - Navigation.

  4. To position the pointer to the information that you want to enter, press [TAB] or click the field using the mouse.

  5. Enter the data.

  6. To finish entry and save the changes, click Finish , or press [ENTER].
     Keyboard shortcut:  [ALT + s]

   

• Editing an existing customer reason, click More.

   

  Note:  This wizard only creates new customer reasons.  To maintain existing customer reasons, use the Customer Reasons Panel of the Customer Inquiry.

   

• Deleting an existing customer reason, click More.

   

  Note:  This wizard only creates new customer reasons.  To delete customer reasons, use the Customer Reasons Panel of the Customer Inquiry.

   

• Understanding the field values for the following panels, click the panel name in the table below: