Objective: Create specific codes to track “Professional Services” vendors for year-end reporting and a “Local” attribute for community impact reporting.
1. Navigate to Codes: Go to Lists > Data > Codes.
2. Create Classification: Select Classification from the Code Type dropdown. Click New (+).
◦ Name: “Professional Svc”
◦ Description: “Attorneys, Accountants, and Consultants”
◦ Click Save.
3. Create Attribute: Select Attribute from the Code Type dropdown. Click New (+).
◦ Name: “Local Vendor”
◦ Description: “Vendor located within city limits”
◦ Click Save.