Sort Codes is where customer and prospect categorization codes are maintained.
What this screen is for
Use Sort Codes to add a new categorization code or edit the description of an existing code. Sort codes are used by CRM and customer/prospect workflows for grouping, filtering, and targeting records.
Only admin and executive users see this setting in System Settings.
Screen path
Dashboard > System Settings > Lookups & Master Data > Sort Codes
Key areas
| Area | What it shows |
|---|---|
| Description text | Explains that sort codes are used for customer and prospect categorization. |
+ Add New Sort Code |
Opens the new sort code form. |
| Sort code table | Shows Sort Code, Description, and Actions. |
Main actions
+ Add New Sort Code: Adds a new code with an optional description.Edit: Edits the description for an existing sort code.Save: Saves the new code or edited description.Cancel: Leaves the add or edit form without saving.
There is no delete action on this screen.
What happens behind the scenes
PAX loads sort codes ordered by code.
When a new code is saved, PAX requires Sort Code and checks for duplicates. If the code already exists, PAX rejects the save.
When an existing row is edited, PAX updates only the description. The sort code value itself is not edited from this screen.
Sort codes are used by customer, prospect, bulk upload, and campaign filtering screens. Changing a description can change how users interpret the code, but it does not rename the code value already stored on records.
Troubleshooting
Sort code is required
Likely cause: The new sort code form was saved with a blank Sort Code.
Safe fix: Enter the code and save again.
Contact support if: A populated code is still rejected.
Sort code already exists
Likely cause: Another row already uses the same code.
Safe fix: Use the existing code or create a different code.
Contact support if: The duplicate code is not visible in the list.
I cannot delete a sort code
Likely cause: The Sort Codes screen does not provide a delete action.
Safe fix: Leave existing codes in place and update the description if users need better guidance.
Contact support if: A code must be retired and there is no safe substitute.