Code tables allow users to setup lists of pre-defined records that can be allocated within the system, for example: the country code table stores a list of countries. When a user is allocating a country to a contact, they click on the country drop down and select a country record. Capturing codes in code tables prevents tedious retyping and allows accurate reports to be generated.
Depending on a user’s access, users can read, create and edit records stored in the code tables.

This module explains how to manage code tables including creating, editing and deleting code table records.

Navigating in code tables

Code tables can be accessed from the Administration menu. Code tables are divided into two types:

1. General code tables (accessed from the Code tables menu)
2. Financials code tables (accessed from the Code table-Financials menu)

Only internal user’s with Code Table: read, update or management access can access code tables