Admin > User Codes > +User Code Button > User Code Entry Screen

Before attempting to create or modify a user code, it is essential to identify the field’s name and where the dropdown is located. This step is crucial as it allows you to determine if the field is available on the current screen for customizing the dropdown options. Once you have obtained the field’s name, you can proceed to the User Code screen to carry out the necessary actions.

How to Create User Codes

Step 1 – Select the + User Code button on the User Code Welcome screen and the system will open the User Code entry screen.

Step 2 – Code Type – Select the option from the dropdown for the Code Type field and this is where you need to select the name of the field you want to add in the dropdown as Marketing Source.

Step 3 – Code – This is usually an abbreviation of the User Code Name field, for example, the User Code Name that you want to see in the dropdown for Marketing Source could be Website, so the code could be entered as www.

Step 4 – User Code Name – this is the entry that will display in the dropdown, such as Website.

Note - The code that you enter does not show anywhere else in the system, it only shows on this screen and the initial User Code List screen.

Step 5 – Group Name & User Name- Select the option All in these fields.

Step 6 – Fields like Contact Name, Contact Phone, Contact Mobile, and Address are self-explanatory fields and you can fill them accordingly.

Step 7 – Once you have entered data in all the fields, select the Save button at the top of the screen. After saving the new entry, you can navigate back to your original screen and refresh it. Your new user code will be listed in the dropdown.