Configuring Frequency
Adding a Frequency Code
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From the Administration menu, select Client Relations, select Profile Management, and then select Frequency.
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Click New and complete the following fields:
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Code. Enter a code that represents the frequency (for example, D for daily, WKLY for weekly, MON monthly, and so on).
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Description. Enter a description for the frequency code (for example, Daily, Weekly, or Monthly).
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Manage Translations. (Appears when the Multi Language function under the General group is active.) Select to open the multi-language descriptions screen and configure a language translation for the description.
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Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned.
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Click Save to save and exit or click Save and Continue to save this code and add another.
Editing a Frequency Code
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From the Administration menu, select Client Relations, select Profile Management, and then select Frequency.
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Enter search criteria and click Search.
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In the search results, select the code and click the vertical ellipsis.
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Click Edit.
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Update the configuration and click Save.
Deleting a Frequency Code
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From the Administration menu, select Client Relations, select Profile Management, and then select Frequency.
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Enter search criteria and click Search.
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In the search results, select the code and click the vertical ellipsis.
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Click Delete.
Parent topic: Profile Management