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109) Contact Codes

Contact Codes are used to group contacts.  Codes are helpful in defining profiles about your customers and prospects. You can use codes in your search of contacts as well. 

You must have your contact recalled in the contact screen to attach a code to a contact.

When you edit or add a code attached to a contact you will get a code pop up screen.  This screen will show you all the codes selected for this particular contact.  You then can remove a code if you wish in the pop up screen. 

To add a code you will see a list of code categories on the left and a list of corresponding codes on the right.  Select the code you want to add and either double click the code to add or use the select code button to add the code to the selected code list.

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