• Clients list
  • Overview
  • Adding a Client
  • Client properties and options
  • Modifying Client properties and options
  • Assigning Clients to Groups
  • Entering customized codes in the Client List
  • Assigning customized alternate codes to clients
  • Renaming the alternate codes
  • Inputting the default "attention" wording:
  • Deleting a Client
  • Performing a year end close

Assigning customized alternate codes

Before assigning codes, categories must be set up. This is done in the Company Profile (File | Company Profile). Client and group codes are set on the Client/Group tab and Contact codes are set on the Contact tab.

1. On the Setup menu, selectClients, Groups, Contacts | Contacts, or Contacts | Contact Companies, and then click the Other Info tab.

   Note: One alternate code may be assigned for each code category.

2. Under the Category column click  and select a category.

3. Under the Code column, select a code from the list of alternate codes in that category.

   Note: The description and the current system date are generated automatically.

4. If necessary, change the code date by clicking the look-up button and selecting a new date.
5. To add a new code for an existing category

1. Click the Codes button.
2. Select the appropriate category for the code.

3. Click the first blank row and enter a code name.

   Note: Codes can be up to ten characters in length and alphanumeric.

4. Enter a brief description for the code. Longer descriptions are supported, using the Memo Description dialog, by clicking the  button.
5. Close the dialog to return to the Client dialog.