Add New Clients to Custom Code Types

Use Custom Code Types in the Custom Codes submodule in the Settings module to add new clients to custom code types.

To use Custom Code Types in the Custom Codes submodule, you must have access to Settings as defined in User Access Rights under Settings.

To add a new client to a custom code type:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the custom code type to which you want to add a new client.
3. In the left pane of the Settings page, click Custom Codes > Custom Code Types.
4. Highlight the custom code type to which you want to add a new client, and on the grid toolbar, click .
5. In the right pane, click the Clients tab and click Add a New Row .
6. In the Add New Reference dialog box, enter or select the applicable options and click OK.