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.