Adding interest codes

Interest codes refer to a particular type of product or service. You can specify what information an Account is interested in, for example what products they use. Interest codes are grouped by interest groups.

Contact your system administrator for more information.

  1. Open an account.
  2. Go to Interest Code.
  3. Click Add.
  4. Select an interest code through any of these options:
    • Search for an interest code by specifying the keywords in the Search field.
    • Browse for an interest code by expanding the interest groups.
  5. Select the interest code.
  6. Click Apply.

    Once the selected interest code is added, the Add button changes to Edit.