How do I create, edit and categorize my codes?
CRM users can manage their contact, member, and source codes through the Code Management Center of their CRM. The Codes tab allows for creation of codes, easy editing of codes, bulk merging and deleting, as well as the ability to categorize your codes. If you need to reference an export of your codes- see instructions.
Create Your Codes
Open your Code Management Center by selecting the Codes tab on the left hand side panel of your CRM. Toggle between contact, source and member source codes on the upper left side of the Code Management Center page. Select the + Add Contact Code, + Add Source Code or + Add Member Code buttons to add a code to your CRM. You can even add a category or a description to your codes. You can still create a contact code from an individual donor's profile or via bulk import which you can read about here.
Search, Rename and Delete Your Codes
From the Code Management Center, use the search bar to search for specific codes. Easily edit the name of your contact code, delete the contact code, or add a category or description to your contact code by selecting the ... on the far right of your screen. You can also search for your codes by category. Select the drop down caret in the middle of the screen next to the category column and select the category you want to display.
Bulk Merge or Bulk Delete your Contact Codes
From the Code Management Center, select between the contact code tab or the source code tab. Use the boxes on the left hand side of each code to check off which codes you would like to bulk merge or bulk delete.
When you select merge as an option, you'll be given the option of which code name you would like to merge all of your codes into.
Categorize Your Codes
From the Code Management Center, you can assign a category code to your contact codes and source codes. You can do this individually or you can bulk apply a category.
1. To individually apply a category to your contact code or source code, select the ... to the far right of the contact code and select edit contact code.
Select from the available categories or begin typing the name of a new category and select create. Select Update Contact Code.
2. To bulk update contact code categories, check the boxes of the codes you would like to categorize, select actions and select category.
Select from the available categories or begin typing the name of a new category and select create. Select Update Category.
