Setting Up Event Codes

  1. Open the Service Event Codes form.
  2. Specify this information:
    Event Code
    Specify a code for the event, for example, Callback, Dispatch, or Email.
    Type
    Specify the category that the event is grouped under:
    • Call: A communication was received from or sent to a contact.
    • Dispatch: A partner is working on the issue.
    • SRO: The event is associated with an existing service request order.
    Description
    Specify a description for the event.
    Event Activities
    Specify any activities associated with this event. For example, you could include a list of reminders such as "Get the customer's contact name and phone number."
  3. Save the record.
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