Accounts can be reopened using two features within a smart code. One feature is the option open linked cases while the other uses the close account field within the actions in the decisions section of...
Once a smart code has been created, it may be necessary to stop certain users from applying that smart code. In the system security, there is a feature called special authority. This is a code from A ...
Accounts may be closed through the use of a selection and the corresponding action line from within a smart code. If an account is being transferred through the use of a smart code, it may also be clo...
Within a smart code, there is an option to check for a number of contacts or a zero contacts. It is possible to check for a number of positive or negative contacts by utilizing the field code (Cde) on...
Place your cursor in the first position (sel.YWRPS) and enter either a (+) and press enter to insert a line or (-) and press enter to delete a line. Keywords - Kbase Smart Codes Kbase Smart Code Sel...
It is possible to create a new account based on an existing account, through a smart code (system control menu – smart codes). You can use either the Client master and Smart code or just the Smart co...
With a smart code, the QCat code can be changed on an account using the options in the selection criteria or last screens: First check that the smart code is being applied on the required account If t...
With a smart code, the QCat code can be changed on an account using the options in the selection criteria or last screens: First check that the smart code is being applied on the required account If t...
With a smart code, the QCat code can be changed on an account using the options in the selection criteria or last screens: First check that the smart code is being applied on the required account If t...