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Quick Codes

Article ID: 777
Last updated: 07 Mar, 2010

Quick Codes


Quick Codes are a way to easily mark the more common codes. Currently, quick codes can only be used in combination with Code Types.


To make a quick code:

  1. Go to Management à Codes

  2. Next to the Code Type you would like to make a quick code, check the Quick Code box.

  3. Save Changes.


Quick Code codes will now put those codes listed under the code type as an easy to mark code on the individual record screen.


In this case, we made our Volunteer Code Type a quick code by check the quick code box.


Now when we go to our individual record, we can see that these codes are listed as checkboxes.


Personal Quick Codes


Users can now specify Quick Codes consoles for their account only.  This means that each user in the database may have their own custom Quick Code console. Under the codes manager, simply click the checkbox for Personal Quick Code for each code type you would like to display.


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Article ID: 777
Last updated: 07 Mar, 2010
Revision: 1
Views: 400