As you enter your contact and program data you will find drop-down lists throughout the application that allow you to select attributes. For example, when creating a new Account, you are prompted to select an Account Type from the drop-down list. These drop-down lists can be edited within the Lookups section of the administration menu. You should go through each lookup to create the appropriate items for your organization.
In the administration menu, select Lookups and then select the category and lookup type.
To add a new item, click Add new item... at the bottom of the list.
When first setting up your database,
you can delete or rename an existing lookup item to something more fitting
for your organization.
NOTE: If a lookup item is marked as System Defined, it
cannot be changed or deleted. If a lookup item has been selected for a
record in the system it cannot be deleted. It can be renamed, but this
will rename the item for all historical records as well.
Each lookup type should be reviewed to determine if changes or additions need to be made however the following list of lookup types are most critical in preparing your database for the entry of customer and program information. Click the link for the type below to see more information on that Lookup Type.
Click here to access information for
all Lookup Types in ProClass.