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Configurable Codes are data items that you can associate with customers. These items can then be used to group together customers and also, as search criteria. Captions are the descriptors that you wish to see on the forms for the Configurable Code Input Fields. Please Note: A maximum of ten Configurable Codes can be created and cannot be deleted, so it is recommended that you carefully plan the information you wish to collect before setting up your configurable codes.
NB: From 03 March 2009, configurable codes can be deleted. It is important to understand that deleting a code will remove any stored data for that configurable code, so use with caution.
To set up Configurable Codes select the Administration Cog from the Icon Menu Bar. This will take you to the Administration Area.
The Administration Area is now displayed. Select the Set Up Configurable Codes link.
Add Configurable Codes by clicking on the link. This will take you to the Administer Configurable Codes modal window.
The Administer Configurable Codes modal window is now displayed. Choose a Field Type from the Drop Down Box to create data items that you can associate with customers. This will take you to the Configurable Code form.
The Configurable Code Form is now displayed with the 'Choice - One answer (Drop Down)' Field Type selected. Simply add the data you would like to collect from your customers by entering a Field Caption (i.e favorite aerobics class) and Field Choices (i.e. step, pump, aqua aerobics). Then save the form by selecting the Save button.
The Configurable Code has now been created and displays in a list on the Modify Configurable Codes tab. Please note that a Configurable Code may be modified by selecting the drop down box.
The Modify Configurable Codes tab is now displayed and the Configurable Code created is saved in the list (i.e Favorite Aerobics Class). To return to the Home Page select the Home Icon in the Icon Menu Bar.
