Almost every screen in the software has what we call "dropdowns" or "code tables" that are used to
select a value from a list, rather than typing in a value. These dropdowns can be customized to meet the
specific needs of your organization or you can use the industry's common lists that come with the software
out of the box. Some examples of dropdowns that are often customized
are a the lists for: States, Counties, Case Types, Incident Types, etc.
How To Customize Screen Dropdowns
- Login to the software
- Go to SYSTEM Menu -> ADMINISTRATION Menu
- Click the Code Tables button
- Select a table that you want to customize
- Click on a record in the list
- Edit the record and click Save
When you are finished editing code table records, you may need to restart the software
to see your reflected changes.