User Codes

Main Dashboard > System Admin > User Codes

Many of the dropdown menus you see contain a selection of User Codes in the system. These User Codes are only visible within the dropdown if you have personally generated them. By creating user codes for specific objects or groups, you can find the available options in the dropdown to meet your specific needs.

The user Code Welcome screen offers a comprehensive overview of user codes in the system. It allows you to efficiently manage and track user codes, add new ones, search for specific codes using the code Type dropdown, and perform necessary actions like editing or deleting codes directly from the grid.

For example, below are some user codes that outline the type of dropdowns in TEAMS

Gender – the options in the dropdown are standardised (hard coded) and you can’t add to them.

Marketing Source – the options in this dropdown you can customise using this screen.

Account Manager – when you set up Account Managers in the system then that is the list that will show in this dropdown.