Copy a Subcode

To add a new subcode, you can copy an existing subcode record and modify it.

To copy a subcode to create a new subcode, complete the following steps:

1. From the Ajera CRM Navigation Menu, click Configuration > Organization > Codes.
2. On the Subcodes tab of the Organization Codes form, click the drop-down arrow beside the Level field and select the level of organization subcode that you want to copy.
3. Select the subcode and click Copy. The contents of the row, except the Code field, are copied to the row below.
4. In the Code field, specify the new code.
5. Modify the other information on the row.
6. Click Save.