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Create and Modify Customers Module Codes

First, review the Customer Create screen (Modules > Contracts > Customers > Customer Create).  Status Codes and Type Codes have options available in the drop-down menus that accompany them in the Customers module.  You can define additional choices that appear in the drop-down menus.

Status Codes

  1. From the Setup menu, go to Customers > Codes
  2. In the Segment list, select your segment
  3. In the Code List, click Status Codes.  TMS displays the existing Customer Status Codes for the selected segment

  4. Click New

  5. In the Status Codes box, type in your new code. For example, enter ACTIV

  6. Type in your Description of the new code. For example, enter ACTIVEz
  7. Check the Show in Create/Edit and Show in Query boxes if you want to have your new codes visible in the Customer Create and Customer Query screens.  If you don't want your new code visible for use immediately, you can uncheck both Show boxes

  8. Click OK

Type Codes

  1. From the Setup menu, go to Customers > Codes
  2. In the Segment list, select your segment
  3. In the Code List, click Type Codes.  TMS displays the existing Customer Type Codes for the selected segment

  4. Click New

  5. In the Type Codesbox, type in your new code. For example, enter HA

  6. Type in your Description of the new code. For example, enter Hospital Affiliated
  7. Check the Show in Create/Edit and Show in Query boxes if you want to have your new codes visible in the Customer Create and Customer Query screens.  If you don't want your new code visible for use immediately, you can uncheck both Show boxes.

  8. Click OK