: Company Data
Path: Company Data > Company > Reason Codes
: Reason Codes
: Version 5.1 and up
: All Editions
What Are Reason Codes?
Reason Codes are pre-configured reasons that can be selected when an agent is utilizing an action item from the toolbar on the order detail screen OR when creating a script rule and performing the action of Hold Order for Review.
Making The Connection
Where Will I See This Within OLX?
Order Detail Screen
When on the Order Detail screen and selecting any of the action items buttons (see selection in red on the screen shot below) you are required to select a reason for performing the action. This reason is then noted on the Customer Detail Center under the CS Activity table.
Customer Detail Center
When editing a subscription (autoship/continuity) from the Customer Detail Center you are required to select a reason for the edit. This reason is then noted on the Customer Detail Center under the CS Activity table.
Script Rule Editor
When creating a script rule and using the Action Hold Order for Review you will have a list of reasons in a drop down. This reason is then noted on the Customer Detail Center under the CS Activity table when the rule is activated on an order.
What Reports Can Be Pulled?
- Customer Service Activity Report
What Imports/Exports Relate to Reason Codes
At this time there are no Import/Exports that relate to Reason Codes
Utilizing the buttons on the tool bar
Add additional filters by click the Add button
Apply the filtered selections by clicking Apply Filter
Remove the filtered selections by clicking Remove Filter
To show inactive accounts in the displayed records check Show Inactive
You can set the number of records to be displayed
To copy an existing record, click on the copy button next to the record you want to copy.
To edit an existing record, click on the edit pencil next to the record you wish to edit.
To add a new record, click on the Add New button in the blue module bar.
A new window will pop up.