Master Codes
The majority of your descriptive codes are found here, under Master Codes.
1. Go to System Tasks.
2. Click on Control Codes.
3. Click on Master Codes
Existing Codes
At the top of the screen, select the appropriate Code Type and then the existing code from the Code field.
Available Code Types:
Activity Codes
Building Description
Building Location
Building Status
Business Type (Prospect)
Building Zone
Cost Code Types
Diary
Follow Up
Fax Template
Geographic Area (Prospect)
Description Codes
Insurance Coverage
Insurance Type
Legal Action
Letter Template
Message
Other
Option Codes
OLE Object Type
Prospect Activity
Supplier Allocation
Store Category
Security Deposit
Stall Type
Tenant Collection
Tenant Description
Tax Assessment
Unit Code
Who Does It
Add New Code
1. Click on the Add button
2. Enter the Code, Description, and select the appropriate Code Type.
Note: You can add Master Codes in most places of the program wherever you want to use a Master Code. If the code you want isn’t available, double click in the Code field and the above screen should pop up to enable you to add the code immediately.
3. When you’re finished, click save then Close to exit this screen.