Using Codes and Phrases
This help sheet will guide you through adding new options into the codes and phrases section. This section allows you to add to various drop-down lists in the system including: shipping methods, Source, Status, Competitor, Company Size, Organisation and project status.
STEP 1
From your Dashboard, select "Settings" option located at the bottom left.
STEP 2
Select "Codes and Phrases" option from your navigation toolbar.
STEP 3
To add a new entry click the drop down to select the category that you want to add a code or phrase to.
STEP 4
Type into the Description field. The system will automatically designate a code for you.
STEP 5
When happy with your entry click save.
Please Note: All Codes and Phrases can be applied to the customer record with the exception of shipping. Shipping codes and phrases will appear on the Build a Quote and Sales Order screens.