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How to create custom codes label

This guide explains how to create up to five custom code labels for master data records and set their required status.

Custom codes are essential for organizing and tailoring your master data to fit your business needs. They allow you to create up to five unique labels per record, making it easier to classify, search, and report on critical information. This flexibility supports use cases like tagging projects by region, client type, priority, or compliance category—helping teams improve efficiency and clarity in data management.

Custom Codes impact all offices in your agency database, so please use them with caution.

Prerequisites:

Your User Access Group needs to have full access to Custom Codes to create custom codes or manage a custom code list.

Step by Step Guide:

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