✅ This is a Enterprise Routing Feature.
Primary and secondary Codes can be used to check off task completion results, mark upselling opportunities or track any other results you want reflected in your reporting.
🔎Read our Nimbus Power BI Template Overview to learn how Codes are reflected in the historical reporting.
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Notes on Codes
- Codes can be accessed in Configuration from either Nimbus Portal or the Administration UI.
- Aside from their naming, primary and secondary Codes have no technical difference. You can define freely decide how you name them. Their categorization will re-appear in the Power BI Template > Primary / Secondary Codes area.
- Refer to Use Case - Defining and using Codes shows the usage of Codes context with other Nimbus features.
Defining Primary and Secondary Codes
✅ Codes are configured via Configuration > Codes section. By clicking "Create New" you can add new primary or secondary Codes → a dialog will open to configure your new code.
- Note that Codes are Organization Unit specific, so Nimbus users will only see Codes that are made available to their respective team.
- Define a short code name. 💡This is how the entry will be shown in the Nimbus UI, e.g. when assigning the code to a service and using it in
- Add an optional description which will be used in listings and tables to tell the codes apart.
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Usage of Codes in the UI
✅ In order to use your defined Codes they must be assigned via Extension Service Settings > Codes → Afterwards they will be available to users in the Portal UI (e.g. My Sessions). As long as no Codes have been assigned to a session already, every user can directly assign them.
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Depending on how the code items were previously assigned in the service settings they can either be used as primary or secondary code selection.
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Please Note: Saving finalizes a session for Reporting
Note that once applied and saved, Codes in a session cannot be changed anymore.