Copy an Organization Code

To add a new organization code, you can copy an existing organization code and modify it.

To copy an organization code to create a new 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, select the code.
3. Click Copy. The data is copied to the row below.
4. Modify data on the row.
5. Click Save.