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Add new Event type codes

This article explains how to add a new event code to the system.

Written by Terence Cassidy

⚠️ Important: You will need to be logged into Profile as a System Admin.

Please follow the below steps to create new Event type codes

  1. Click System Admin tab and then click Code Maintenance.

  2. Select Lookup Codes.

  3. Enter Event Type into the lookup heading and click Add.

  4. Enter new code type required.

Used for the event type will determine which CODE the new Event Type will appear for:

  • Client Meeting – CODE beginning with ‘T1’.

  • Other Activity CODE beginning with ‘D,P,Q,T or Y’– ,N.

  • Email – CODE beginning with ‘KE’.

  • Phone Call – CODE beginning with ‘N’.

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