Adding New Code(s) to the "COMM_LOCATION" System Type

To add new codes to the "COMM_LOCATION" system type:

1.    From the Personify main toolbar, select System Admin > System Codes > System Types and Codes, as highlighted below.
System_Types_and_Codes.png 
The Types and Codes Maintenance search screen displays, as highlighted below.
Types_and_Code_Main.png

2.    In the Type field, enter "COMM_LOCATION", as highlighted below.
Comm_Location_1.png

3.    From the Fixed Codes drop-down, select "N", as highlighted below.
Fixed_Code_no.png

4.    Click Search.
The Type Detail screen displays, as shown below.
Type_Detail_Comm_Location.png

5.    In the Existing Code Definition section, click Edit Codes for this Type, as highlighted below.
Comm_Location_Edit_Codes_for_this_type.png
The Type Information screen displays, as shown below.
Comm_Location.png

6.    Click Add Code, as highlighted below.
Add_code.png 
The fields in the Code Detail section enable, as highlighted below.
Code_Detail_Section.png

7.    In the Code Detail section, enter the following information:

a.    For the first nine options, refer to Adding System Types and Code.

b.    In the Restrict to Categories field, enter any combination of the following: WEB, PHONE, EMAIL, or FAX.
These are fixed values, which mean they cannot be changed.

c.    If you want to list multiple locations (i.e., WEB, PHONE, EMAIL), each word needs to be separated by a comma.

Note.gifIf the Restrict to Category field is left empty, by default the location will display in all categories (i.e., WEB, PHONE, EMAIL, and FAX).

For example, in the Back Office, you can enter "EMAIL, PHONE, FAX" in the Restrict to Categories textbox, as highlighted below for the Business code.
Code_Detail_restrict_to_categories.png
On your e-Business website, the option "Business" will display in the Email, Phone, and Fax drop-downs for location, as highlighted below.
Add_Email_Address.png
Phone.png
Fax.png

d.    By default, the Active checkbox is checked.

e.    By default, the Auto Populate checkbox is checked. If necessary, uncheck this.
This functionality is only available for use with "CONSTITUENT_ROLES" system setup.
If selected, a row is automatically added for an individual or company on the CRM360 screen. The first row entered will be selected as Primary. The Primary checkbox is controlled by the Display Order of the codes for the "CONSTITUENT_ROLES" type and cannot be edited. See Defining a Constituent's Role Codes in CRM360™ for more information.

f.      Select the Available to Web checkbox.

Note.gifIf the Available to Web checkbox is not checked, the code will not display on the web.

8.    Click Save.