Free Form #1 Code
The Free Form #1 Code function can be accessed by:
Store Center- Store Settings
First, you must ensure that the Free Form #1 entry appears on the new contract form. Here are the steps:
1. Go to Store Options under the Setup tab
2. Under Contract Processing, find the tab labeled Requirements
3. Find the field, “Force Free Form #1 Entry”
4. Select “Use Free Form #1 Code” from the drop down box
5. Hit the Save button
Now, while in the Free Form #1 Code function:
You can change existing codes or descriptions by simply clicking into the box you want to change and typing in something new.
If you want to create a completely new code and description, adding to your list, select Add Code and a new box will appear in which you can type anything you want.
Select Save from the Navigation bar when you are finished editing.
Now, when creating a new contract, under Free Form 1, the drop-down will include what you set in the Free Form #1 Code function.