The code list is used to create the source and type of rating (the rating can be entered on a contact and it will be drawn from the contacts to the contract).
After pressing the New button, the user enters:
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Record Type
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Multiple choices:
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Source (e.g.: internal)
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Type (e.g. Financial rating, Behavior rating)
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Code
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It represents a unique code that the user enters manually. The code can be numeric, text, or a combination of numbers and text with a maximum length of 10 characters without spaces (it can be replaced by an underscore "_"). We recommend creating it in such a way that it is easy to remember and helps the user identify what the source of the rating is by the code
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Description
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the user manually enters a description of the rating source/type
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Active
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indicates whether the record is active and can be used further in the OC
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Contract Rating
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flag that determines whether the rating can also be used in the financing contract
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not editable for Record Type = Source and editable for Record Type = Type
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The box can be checked only on one record of the code list
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