How to Manage Sort Codes

Use this workflow to add a sort code or edit an existing sort code description.

When to use this workflow

Use this workflow when customer or prospect categorization needs a new code, or when the description for an existing code needs to be clearer.

Before you start

You need:

• admin or executive access.
• The exact sort code users should select.
• A short description that explains how the code should be used.

Screen path

Dashboard > System Settings > Lookups & Master Data > Sort Codes

Add a sort code

1. Open System Settings.
2. In Lookups & Master Data, select Sort Codes.
3. Select + Add New Sort Code.
4. Enter Sort Code.
5. Enter Description if helpful.
6. Select Save.

Edit a sort code description

1. Find the row in the sort code table.
2. Select Edit.
3. Update Description.
4. Select Save.

What happens behind the scenes

Adding a code creates a new sort code record after checking that the code is not blank and does not already exist.

Editing an existing row updates the description only. The code value remains the same.

Customer, prospect, and campaign screens read these codes when users categorize or filter records.

Related docs

• Sort Codes Overview
• Prospects Overview
• How to Filter Prospects
• How to Create Campaign