Maintain Lookups

A lookup is a field that contains a user-defined list of values. Lookups are defined as in CRM system settings. The CRM user selects a value for a lookup from the dropdown list.

A lookup enables users to:

Define a custom list of values.
Create searches based on custom values.

Lookups include areas such as organisation industry codes, importance, classification and contact occupatio,n and interests. Some lookups contain additional settings, such as lead and quote stages that enable you to enter the confidence percentage per stage or the Standard Industry Code (SIC) lookup, which includes an import feature.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Type

Select the field for which you must edit the values from the list.

Code

Enter the unique alphanumeric identifier for the lookup value. You can enter up to 10 alphanumeric characters.

Description

Enter a brief description of the lookup.

System Entry

The system administrator can select or deselect this field. If this field is selected, only the super user can edit the values to limit the number of available selections.