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System Lookups

 
The System Lookups section of the Setup Area allows administrators to add values to specific menus throughout the platform. Predefined values such as Relationship Types, Occupations, or facility Location types can all be edited or added to from this area.
 
Access to System Lookups should be limited to very few users (read: only SPoCs) who can be trusted to not delete or modify System Lookup values. A user has access to System Lookups when the Setup Admin field set to Yes on their User record. But remember, with great power comes great responsibility, so grant it with extreme caution. If there is any doubt, this is not the time to take a risk. In fact, we strongly recommend regularly reviewing which of your users has Setup Admin set to Yes and returning it to No for as many users as possible.
Important! New Lookup Values must be added by Support. Do NOT edit or delete any records from the System Lookup pages or edit System Lookup values without first consulting Support. Please note that modifications may not be supported. If you want to hide some of the values in a System Lookup page from users, consider using a view to filter out the unwanted values and using that as your default view and pick-list on the Page record.
Alphabetical Listing of System Lookup Pages:
  • Account Types
  • Action Statuses
  • Batch Entry Types
  • Campaign Types
  • Care Outcomes
  • Communication Statuses
  • Contact Statuses: Do not add to, edit, or delete these values. No modifications are supported.
  • Currencies
  • Donation Levels: For details on how these are used for donor engagement, see Donor Engagement Routine.
  • Equipment Types
  • Feedback Types
  • Field types
  • Follow-Up Actions
  • Genders
  • Group Role Directions
  • Group Role Intensities 
  • Group Role Types
  • Household Positions: Do not add to, edit, or delete these values. No modifications are supported.
    • 1 = Head of Household
    • 2 = Minor Child (supports Parent tokens in CIS)
    • 3 = Other Adult
    • 4 = Adult Child
    • 5 = Guest Child (supports Parent tokens in CIS)
    • 6 = Company
  • Household Types
  • Identity Provider Types
  • Industries
  • Invoice Statuses
  • Item Priorities
  • Item Statuses - deprecated
  • Location Types
  • Marital Statuses - Do not delete these values
  • Meeting Days
  • Meeting Frequencies
  • Occupations
  • Participation Statuses: Modifying these values could negatively impact Event Registration. We recommend you check with Support before making changes.
  • Payment Types
  • Perspectives
  • Pledge Statuses
  • Prefixes
  • Process Statuses - deprecated
  • Process Step Types
  • Process Submission Statuses
  • Program Types
  • Relationships
  • Response Results
  • Requests Statuses
  • Room Usage Types
  • Sacrament Types: Modifying these values could negatively impact your system. We recommend you check with Support before making changes.
  • Statement Frequencies: Do not add to, edit, or delete these values. No modifications are supported.
  • Statement Methods: Do not add to, edit, or delete these values. No modifications are supported.
  • Statement Types: Do not add to, edit, or delete these values. No modifications are supported.
  • Suffixes
  • Suggestion Types
  • Time Off Types
  • Visibility Levels