Creating Color Codes

Before you can assign color codes to customers, you need to create them.

To create a color code

1. From the Setup menu, select Customer Color Coding. The Customer Color Codes screen appears.

2. Click Add. The Add/Edit Color Codes screen appears.

3. Type a description for the color code.

4. To assign a color to the code, click Select. The Color screen appears.

5. Select the color that you want to use, and click OK. The selected color code is displayed on the Add/Edit Color Codes screen.

6. To save the color code, click OK.

7. Close the Customer Color Codes screen.