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SM-I-C  Enter History Codes

Purpose of Program

Use this program to define History codes, used to identify different types of history notes (phone calls, appointments, etc.) in CM-A  Enter Contact Accounts.  History codes can be set up to offer a pop-up entry window to record phone times, if needed

Field Explanations

History Code

A user-defined, two character alphanumeric code.

Description

This describes the history code.  It is a 25 character alphanumeric field.

Display Time Window during entry?

If you enter a Y, whenever a history note is entered for this history code, a pop-up window will be presented which allows you to enter the time received, start time, finish time, total minutes, and billable percentage.  If you enter an N, the window will not be presented.

General Program Operation

Enter the history code, description, and the other fields.  Refer to Field Explanations above for details.  When the screen is completed, you are prompted to save the record.

To edit an existing record, enter the history code or select one by clicking on the Lookup icon (or press F2).  Once the record is displayed, make any changes desired, then save the record by clicking on the Save button (or press F10).