Code Settings- Media Codes

Media Codes allow you to track customer reach for Marketing efforts like running email, text messaging, print, broadcast campaigns, etc.

 To add Media Codes:
  1. Click Setup >> Codes >> Media Codes.
  2. Enter a Code and Desc >> click Update

    • Code: One to four digits that identify a code within the program. (Example: NEW)
    • Desc: A description of the media code. (Example: Newspaper)

  3. (Optional) To require a Media Code to be selected prior to completing an invoice, click the Make Media Code mandatory checkbox, then click Update.