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Updated on September 22, 2022

Manage Codes

In Manage Codes you can add the drop-downs and also be able to edit their values.
Go to Admin -> System -> Manage Codes. It will show a list of all standard system codes. You can search the required field in the Filter By Name

For Clients

Manage Codes - Menu
Manage Codes - Client Type
Manage Code - Select Client Type
  • It can be customized to the terms used by your organization
  • Choose the Code Name to which you’d like to add the additional values. Else Search the Code Name in the Filter By Name tab
  • For eg, Select ClientType
Manage Codes - Client - Add Code Values
It shows the drop-down values already present in the ClientType Click on the Add Code Values 
Manage Codes - Add Code Value Name
Once updated the code value click on Add  Added Value will be displayed in the List.
Manage Codes - Add Code Value
You have a option to Edit/Delete the ClientType
Manage Codes - Code Values Preview

Added value will be displayed in the ClientType value

For Loans

Manage Codes
Manage Codes - Client Type
Manage Codes - Existing Codes

It can be customized to the terms used by your organization

Choose the Code Name to which you’d like to add the additional values. Else Search the Code Name in the Filter By Name tab. For eg, Select WriteOffReason 

Mnage Code - WriteOffReason
Manage Codes - Add Code Values

It shows the drop-down values already present in the Write Off Reason

Click on the Add Code Values 

Manage Code - Add Code Values

Once updated the reason click on Add

Added Value will be displayed in the List

Manage Codes - WriteeOffReasons
You have a option to Edit/Delete the WriteOffReasons 
Manage Code - Edit or Delete

Added value will be displayed in the WriteOffReason value

Manage Codes - WriteOffReason

Add Code

You can add a New Code as per your requirement by clicking on Add Code.
Manage Codes - Add Code
In the Code Name, specify the code name you want to add and click Submit

Field Name & Description

  • Code Name – Specify the new code name you want to add, e.g, Chinese Yuan (Anything you want to add it in the drop-down)
  • Parent Code – Choose the Parent Code where you want the Code Name to be tagged
Manage Code - Edit Code

Field Name & Description

  • Code Value – Specify the Code you want to Add
  • Position – Specify the position of the value in the drop-down menu
  • Min Length – Specify the minimum length of the code value (e.g, If you enter 5 you can’t input more than 5 characters)
  • Max Length – Specify the maximum length of the code value (e.g, If you enter 7 you can’t input more than 7 characters)
  • Display Text – Specify the text to be displayed on the mobile or web screen
  • Description – Specify the description for the Code Value
Manage Data Tables - Tag Code

In the Create Data Table, tag the House details to the Code Name House and click Submit

Mangae Data Table - Create Data Table

Once submitted, it will show the preview of the added code values. You have an option to Edit or Delete the codes

Manage Codes - Code Preview

Now in the Client form you can see the added code as shown below

Added Code View

Click on Add button, it shows the Code Name and Code Values that we added

Data Table Entry