Code Tables      
 
  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 chapter 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.

 
 
  Accessing code tables from the main menu  
   
  To open a code table, select the respective code table from the menu.  
 
  Looking at code table layout  
   
 
       
  • The edit area is situated at the top of all code tables, this area is where new details are captured or existing details are amended
  • On entry to the code table (provided the user has Code Table: Update or Management access) the edit area opens in new mode (the New icon on the toolbar is impressed) and a new record can be created by completing the fields and clicking Save on the toolbar
  • To edit a record, the record must first be selected from the list. Once selected the record will be shown in this area for editing or deleting
  • Use the TAB key and SHIFT+TAB to move the cursor between fields in the edit area.
   Edit Area
     
       
  • This is the list of records associated with the code table
   Records
     
       
  • Clicking the sort arrows will sort the respective column into ascending or descending order
  • The sort applied can be identified by the impressed image (in the above example the ascending arrow on the Country name column is impressed, this means that the table is sorted in alphabetical order by Country name)
   Sort Arrows
     
       
  • To select a record for editing, move the mouse pointer to the respective record in the list (a green line displays and the cursor changes to a hyperlink), click on record - the record will be populated in the edit area
   Select a record