System Lookups
This reference guide provides an overview of the System Lookups feature, detailing how administrators can manage predefined values for various system menus and the importance of cautious access control.
On the System Lookups page, administrators can add values to certain menus throughout the Platform. You can add or edit predefined values such as relationships, occupations, or facility location types.
CAUTION: Access to System Lookups is controlled by the Setup Admin field on User records. You should limit access of System Lookups to very few people, such as only SPoCs, that you can trust not to delete or modify values. 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 you review who has Setup Admin access and set it to No for as many people as possible.
Important: Support must add new lookup values. Do not edit or delete any records from System Lookup pages or edit System Lookup values without first consulting Support. 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 picklist on the Page record.
Alphabetical Listing of all System Lookup Pages
- Account Types
- Action Statuses
- Aggregation Types
- Audit Retention Types
- Audit Types
- Background Check Statuses
- Batch Entry Types
- Batch Usage Types
- Campaign Types
- Care Outcomes
- Chart Colors
- Chart Types
- Checkin Search Results Types
- Communication Statuses
- Communication Types
- Contact Log Types
- Contact Statuses - Do not add to, edit, or delete these values. No modifications are supported.
- Continents
- Countries
- Currencies
- Date Accuracies
- Domain Connection Types
- Donation Frequencies
- Donation Levels - To see how these are used for donor engagement, see Donor Engagement Routine.
- Equipment Types
- Feedback Types
- Field Format Types
- Field Types
- File Providers
- Follow-Up Actions
- Frequencies
- 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 Check-In Suite)
- 3 – Other Adult
- 4 – Adult Child
- 5 – Guest Child (supports Parent tokens in Check-In Suite)
- 6 – Company
- Household Types
- Identity Provider Types
- Import Destinations
- Industries
- Invoice Statuses
- Item Priorities
- Item Statuses - deprecated
- Marital Statuses - Do not delete these values.
- Meeting Days
- Meeting Frequencies
- Occupations
- Ordination Types (Catholic instances only)
- Participation Engagement
- Participation Statuses - Modifying these values could negatively impact Event Registration. We recommend you check with Support before making changes.
- Payment Types
- Personnel Categories (Catholic instances only)
- Perspectives
- Pledge Adjustment Types
- Pledge Frequencies
- Pledge Statuses
- PocketPlatform Apps
- Prefixes
- Process Statuses - deprecated
- Process Step Types
- Process Submission Statuses
- Program Types
- Relationships
- Religious Order Statuses (Catholic instances only)
- Requests Statuses
- Response Results
- Room Usage Types
- RSVP Statuses
- Sacrament Types - Modifying these values could negatively impact your system. We recommend you check with Support before making changes.
- Schedule Statuses
- Security Role Types
- Statement Cutoff Automation
- 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
- Task Completion Rules
- Time Off Types
- Visibility Levels
- Webhook Invocation Statuses