Organization’s Customer Codes

Managing Customer Codes

  1. Click the Directory/Organization menu.
  2. Within the Navigation pane, click Organizations.
  3. Depending on the amount of records you have within your database, the list may not readily populate. To populate the list, perform one of the following actions:
    • Within the search box, type any portion of the record and then click the magnifying glass.
    • Click the Show All
  1. The Organization list opens, displaying all organizations. Double-click the name to open the General – Organization window.
  2. Within the Show ribbon group, click the Customer Code button. The screen changes to display a list of the codes associated to the organization.

Adding a Customer Code

  1. Click on the field marked with as asterisk to access a dropdown list of customer codes. From the list, select the code to associate to the organization.
  2. To search for a particular code, type-in any portion of the record into the search textbox as you type the results will display on the screen.

Deleting a Customer Code

  1. Right-click the record selector box next to the customer code to access a menu from the menu click on
  2. Once you click Delete, a message box appears verifying that you really want to delete the code. Click Yes within the box to continue or No to cancel the operation.

Once selected, CAIRS draws a line through the entire row allowing you to delete multiple codes at once.

  1. If you do not want to delete the type, right-click the record to access a pop-up menu and click
  2. Once you select Undelete, a message box appears verifying that you really want to keep the type. Click Yes within the box to continue or No to cancel the operation.
  3. Within the Actions ribbon group, click Save (to save and stay) to continue working with the organization, or click Save & Close (to save and exit) to return to the Organizations list.