Summary

Classes are user-defined groupings that are attached to lots and used to filter and group the accounts that display on some reports (there are links to the reports that filter by account class below). Classes are attached to lots using the Lot Maintenance window (SS> Maintenance> Lot> Lot tab> Class field). Classes are very similar to zones.

Classes can also be used when creating Query by Example reports. (The class field is located in the Lot master table.)

Step by Step

1     View the classes.

• Open the Class Maintenance window (UB> Maintenance> Class).
• Select a class in the left section of the window and the Edit Class section will populate with the information of the selected record.
  • To modify a class, change the Description field and click SAVE. You cannot modify the class code once an account class has been created.
• Highlight a class and click Delete to delete the class.
  • You cannot delete classes that are attached to lots.
• Click the Create button to create new class.

2     Create a new class.

• Enter a Code for the new class. The value in the Code field can be up to 20 alphanumeric characters long.
  • Once a class has been saved, you cannot modify the value in the Code field
• Enter the Description for the Class. The Description field can be up to 48 alphanumeric characters long.
• Click SAVE when complete.