Here are the steps needed for the Main Admin to set up site/fund codes in Visit Tracker
1. Go to SETUP > PREFERENCES > SITE/FUND CODES
2. Add the codes your program uses
3. Manage your Site/Fund Codes
You new code will show in the table listing all codes. And it will automatically default to "Show"
You can additionally:
- Choose which codes to Show / Not Show
- Delete a code (as long as it has never been assigned to a family)
- Edit the name of a code
- Consolidate a code to one of the National Types