Global Overview

This section covers concepts and processes that apply to global codes. Global codes are embedded in the application and shared by all properties. The codes you add appear frequently on drop-down lists throughout the system.

Setting up global codes can be required or optional depending on the code. For example, you must have Bank Books to run the system. However, the system runs fine with no Search Topics.

User permissions may be required for a user or administrator to add, edit and delete global items (System—Security—Users—[select a user]—Role—Permissions—eSite—Setup—Global Setup—[menu item]). Refer to the Help for the System module for more information.

See Also

Bank Books

Calendars

Return Codes

ABA Account

Auto-Email Attachments

Auto-Email Templates

Corporate Clients

Credit and Insurance Agencies

Discharge Reasons

Document Types

Group Lease Codes

eFinancials Transfer

Rentable Items

Report Codes

Search Topics

Series Setup

Zip Codes

Setup Overview

Setup Overview - Commercial Properties

 

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