Most General Codes are configured during the implementation process and should not be edited, but there are occasionally instances which might require this
- As your business needs change, you may need to edit specific General Code values, e.g. Sales Opportunity Interest, Call Status, Task Status, Payment Terms, Vendor Terms
- Make sure you understand the impact of the change and any other subsequent configuration needed
For a list of all General Codes, see General Codes
To make changes to General Codes, complete the following steps:
- Go to Maintenance > General Codes and search for a General Code record. Drill into a General Code record or click the ADD icon to add a new General Code
- Click the Edit icon
- Add, edit, activate / inactivate, or delete a value in the Code Values grid. The available options vary depending on the General Code
- Add a new value by clicking the Add icon. A new editable row appears in the grid
-
- Sequence: defaults to “0”; edit number to specify where this value appears in the drop-down list
-
- Edit an existing value in the grid by double clicking in grid column for the value and entering edits
- Activate or inactivate a value by checking or unchecking the Active check box for the row
- Delete a row by selecting the row and then clicking the Delete icon
- Add a new value by clicking the Add icon. A new editable row appears in the grid
- When all edits are complete, click the SAVE icon
Note: in order for Users to see the change in effect, they must log out and log back in to Q360