Add New Custom Code Types

To use the Custom code types submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To add a new custom code type:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Custom Codes > Custom Code Types.
3. On the grid toolbar, click Add a New Row .
4. In the Add a Custom Code dialog box, identify or select the applicable information and then click OK.
5. You can edit the template by selecting it and making the necessary edits on the right pane. You can enable fields and description forms, customize the top banner, identify clients and companies who can use the template, and so on.