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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.
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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.
- Under the Category column click and select a category.
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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.
- If necessary, change the code date by clicking the look-up button and selecting a new date.
- To add a new code for an existing category
- Click the Codes button.
- Select the appropriate category for the code.
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Click the first blank row and enter a code name.
Note: Codes can be up to ten characters in length and alphanumeric.
- Enter a brief description for the code. Longer descriptions are supported, using the Memo Description dialog, by clicking the button.
- Close the dialog to return to the Client dialog.