TRAVERSE Global v11.1

Class Codes

Class codes are used as a sort criterion for the Customer Activity Report and the Customer Sales Report. Unlike terms codes and distribution codes, class codes are not assigned any meaning.

Class Codes screen

ClosedCreating a Class Code
  1. Click the New button, on the toolbar, to open a blank class codes record.
  2. Enter a new code in the Class Code field.
  3. Enter a description of the new code in the Description field.
  4. Click the Save button, on the toolbar, to save the new class code.
ClosedEditing a Class Code
  1. Select a code to edit from the Class Code field.
  2. Edit the fields as necessary.
  3. Click the Save button, on the toolbar, to save any changes made to the class code.
ClosedDeleting a Class Code
  1. Select a code to delete from the Class Code field.
  2. Click the Delete button, on the toolbar, to delete the selected class code.
  3. Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.
ClosedProduce a Class Codes List
  1. Select the print preview button () to preview the list of codes.
  2. The preview report screen appears.
  3. Select the print button ( ) in the toolbar to print your list.