Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The

Buttonmacro
LabelAccount codes
tab allows you to add a list of contacts to the system, replacing the in order to replace account codes with friendly names wherever they feature throughout the system, e.g. in reports, call view.

To add an account code contact to the system, enter the code and the preferred name in the available fields provided, then click on the

Buttonmacro
LabelAdd
button, as shown below:

...

The contact will be added to the

Referencemacro
LabelCurrent account codes
list. Follow the same procedure to add another account code, then click on the
Buttonmacro
LabelSave
button to apply the changes.