Customer CRM Key Codes Tab
The Key Codes tab provides a read-only history of all key codes that have been used against a customer account.
The first key code assigned to a customer automatically becomes the customer's Source Key Code, provided a source key code has not already been set.
If required, the Source Key Code can be changed. For guidance, see How To: Change a Customer's Source Keycode.
Key codes can also be removed from a customer's history. For more information, see How To: View and/or Delete a Customer's Keycode History.
For information about additional customer options, press F9 or see Customer Other Actions Menu.
What Can Be Seen on This Tab?
The Key Codes tab includes:
- An option to add a key code.
- An option to delete key codes.
- The Key Code History grid.
The grid records when and how key codes have been assigned and used against the customer.
Key Code History Grid
The Key Code History grid contains the following information.
| Column | Description |
|---|---|
| Code | The key code assigned to the customer. |
| Description | The description associated with the key code. |
| Created | The date the key code was originally created. |
| Date Used | The date the key code was used by the customer or assigned to the customer record. |
| Reference | The customer URN if the key code was assigned when the customer was created, or the Sales Order number if it was used on a Sales Order. |
| Source Description | Indicates how the key code was applied to the customer. |
Source Descriptions Explained
The Source Description column shows where the key code originated from.
Common values include:
Sales Order
The key code was recorded during Sales Order processing.
NoteThis history entry is created as soon as the Sales Order is saved.
Manual - Customer List
The key code was assigned using the Block Change Selected Items function within the [ Customer | List ] tab.
Manual - Sales Summary
The key code was assigned using the Assign Keycode... option available from the Actions menu within the [ Sales Summary | Customers ] screen.
New Customer
The key code was assigned when:
- A new customer used a key code for the first time, or
- A key code was assigned to a newly created customer account.
List Manager
The key code was assigned using the Add Key Code option within the [ List Manager | List ] tab.
Grid Context Menu
Right-clicking within the Key Code History grid provides the following options.
Goto Key Code
Opens the selected Key Code record.
This allows you to view the setup and details associated with the key code.
Goto Sales Order
Opens the Sales Order associated with the currently selected entry, where applicable.
This can be useful when investigating how or when a key code was used.
Clear Selection
Removes the current selection from the grid.
Additional Information
- The Key Code History grid is read-only.
- Historical entries provide a full audit trail of key code usage against a customer.
- The first key code assigned to a customer will normally become their Source Key Code.
- Deleting a key code from history does not automatically change the customer's Source Key Code.