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Built-in Code Sets

426 bytes added, 21:17, 27 August 2019
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<pre> You will need SysAdmin access to enable any of these code sets as Custom Fields. </pre>
===Enabling NAIC Codes===
1. Click on the 9-square menu icon on the top right of your page.
3. Click on the '''Organizations '''tab.
4.Under '''General Settings, '''select '''Custom Fields.''' :: [[File:082719_customfields.png|thumb|none|500px]] 5. Click on the '''+ '''icon in the top right to create a new custom field. :: [[File:New field button.png|thumb|none|80px|border]] The '''New Custom Field '''page will be displayed. 6. Click into the '''Field Type '''box and scroll down until the heading '''Special Input Types.''' :: [[File:082719 special codesets types.png|thumb|none|400px|border]]   The three built-in code sets will be available to choose.  
The article should probably also reference the use of System Variables as the source of custom codes, with the limitation that these can only be presented though standard custom field types.
<pre><em>Must enable NAIC Codes </em>thru the <em>Global Settings </em>page. </pre>
- you are able to set two codes for each organisation --> a primary and a secondary code 
 
 
<pre>- it is a <strong>Standard Organisation Field </strong></pre>
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