Hot Tip: Quick Codes
What are Quick Codes?
Do you have a particular code that the campaign assigns over and over again? Assigning a code in the Codes area of a record requires you to search for the code itself. If you know the code and you use it often, you may want to consider making it a Quick Code.
Quick Codes are designed to allow the user to check off which code needs to be assigned to the record quickly and efficiently for data entry.
To Setup Quick Codes:
Go to Management and select Codes.
Change the Page from View Mode to Edit Mode
When you do this the page will refresh allowing changes to be made to the Codes Manager Page.
Go to the Code Types Box. Located next to the code type that you created you will see the checkbox for Quick Codes
Check the Quick Code box for the Code Types that you want to be appear to quickly apply to records. Only check the Code Types that you wish to appear on the page (and not all Code Types).
Save Your Changes.
To Add a Code Using Quick Codes:
To go the Individual or Organization Record
On the record, located on the right hand side is the box called Quick Codes. Inside are all the code types that you selected with their codes
Choose the code that you want to add to the record by checking on the box next to it.
When you have selected all the codes that apply, click Save Changes.
Wasn’t that fast?