Add a New Organization Code

Create combinations of subcodes that represent valid organizations. An organization code can consist of up to five subcodes, each representing a different level of information.

To add a new organization code, complete the following steps:

1. From the Ajera CRM Navigation Menu, click Configuration > Organization > Codes.
2. On the Organizations tab of the Organization Codes form, click Insert to add a new organization line. The line is inserted below the current position of the row selector.
3. Complete the fields on the line.
4. Click Save.