Project & Entity Setup

This section covers the shared reference data that other parts of Nurexify — CRM, Accounts, and Reports — draw their dropdown options from: countries and areas, suppliers, and general-purpose reference lists used throughout the product.

Who can do this

Client Admin, or anyone whose permission group grants access to these sections.

Add a country or area

1. Go to Administration → Country.
2. Add the country, then open it to add the areas within it.

These entries populate the location pickers used throughout CRM and property listings.

Add a supplier

1. Go to Administration → Suppliers.
2. Click Add Supplier and complete the form.
3. Save.

The new supplier immediately becomes available to select wherever Accounts or Purchasing needs one.

Maintain a reference list

Reference lists are named sets of options — for example, property types or status values — used in dropdowns across the product.

1. Go to Administration → Master List.
2. Choose the list you want to update, or create a new one.
3. Add, edit, or remove entries as needed.