Setting Up Reason Codes

To set up reason codes, use the Reason Code (RB_REASON_CD) component.

Use the Reason Code page (RB_REASON_CD) to create reason codes for various actions.

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Set Up CRM > Common Definitions > Codes and Auto Numbering > Reason Codes > Reason Code

This example illustrates the fields and controls on the Reason Code page.

Use the Effective Date and Status fields to make the reason code available to users. Select the Reason Type that you want the system to associate with the reason code that appears on the page. Enter more detailed descriptions for both agents and self-services users (if needed).