How do I change the profile ID code?
  • 01 Feb 2023
  • Contributors
  • Dark
    Light
  • PDF

How do I change the profile ID code?

  • Dark
    Light
  • PDF

Article summary

How do I change the profile ID code?

Answer:
When adding a new Profile and before saving, the Id Code field is editable. This field is text format, not an integer field.

Some users may change the Profile ID code to an Alpha, Alpha-numeric or a different Numeric ID code, however, this not generally recommended.  

For users who create Profiles to represent Funds for Interfund transactions, you could change the ID code to be the same as the Fund ID for easy reference in those examples.

Was this article helpful?