Configuring a new cause type

On the screen that will be opened, enter an ID # and a name for the company type.

Upper level type: Fill out this field for the type to be hierarchically added below another type. In this case, select the desired cause type. If a cause type is selected in the main screen hierarchy, this field will be filled out by the system, but it will be possible to edit it.

Option

Checked

Unchecked

Use mask for identification:

When adding companies to this type, the automatic identification resource will be used. The following fields will be enabled:

▪Identification mask: Select the desired identification mask. Use the other buttons next to the field to add a new mask, use it to generate the ID # and clear the field.

The ID #s must be manually entered by the user who is adding the company to this type.

Enable ID # change

Check this option to allow the generated ID # to be manually edited when adding the cause to this type.

If it is not checked, the generated ID # may not be edited.