Additional code types are used to group additional codes under a single type.

    Every additional code must be assigned to an additional code type. This identifies what information the code is used to hold in ADvance.

    Note: Additional codes are similar to source codes. However, where source codes can be used to direct front end users to specific offers etc. Additional codes are used as reference fields in ADvance.

    There are no default additional code types in ADvance. They must be set up as required to meet your needs.

    You can use additional codes for a variety of purposes. Each purpose can be identified as an additional code type. For example:

    • User IDs imported from a previous system. If the a party record has been imported from a previous system, you can add the party reference number from the previous system as an additional code. This would allow you to search for a customers party record using their old reference ID
    • Reference numbers from an integrated system. If ADvance is integrated with an external system such as a CRM, the customer reference number in the CRM can be added to the party record as an additional code
    • Agent references. If a party record is created after details are supplied by an agent, you can add a reference number for the agent. This would allow you to group all party records provided by the same agent for reporting purposes
    • Purchase order numbers. If a purchase order number has been raised in an external financial system, it can be added to the party record as an additional code in ADvance
    • Keying batch references. You can add the same reference number to multiple party records to create a batch.
    • Additional codes can be included in bespoke BIA method of segmenting your database to provide actionable data about your customers reports

    The additional code types page

    The additional code types page displays all additional code types in ADvance. The additional code types are displayed in two tabs:

    • The Active tab. This shows additional code types which are available for selection when you create a new additional code

    Example of the Additional Code Types page

    • The Inactive tab. This shows additional code types which have been made inactive. These code types are not available for selection when you create a new additional code, but may already be linked to existing additional codes

    Example of the Inactive Additional Code Types tab

    Additional code types are displayed in a table view.

    • Click on a column heading to sort the table

    How to add an additional code type

    You can add any number of additional code types to use for reporting purposes.

    1. Click Add code type. The add additional code type form is displayed:

    Example of the Add Additional Code Type form

    1. Type a Name
    2. Type a Description
    3. Click Add

    How to edit an additional code type

    1. Click the Name of the type you want to edit. The fields are made editable in the table:

    Example of the Edit Additional Code Type fields

    1. Edit the additional code type as required
    2. Click Save

    How to delete an additional code type

    Note: Additional code types are not deleted from ADvance. This prevents them from being removed from existing additional codes. They are made inactive when deleted to prevent them from being added to new additional codes.

    1. Tick the additional code type you want to delete
    2. Select Delete in the actions menu at the bottom of the table

    Example of the Delete action

    The additional code type is made inactive and displayed in the inactive tab.