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.
In the System Lookups section of the Setup Area, administrators can add values to specific menus throughout the Platform. You can add or edit predefined values such as Relationship Types, Occupations, or facility Location types from this area.
CAUTION: Limit access to System Lookups to very few people, such as only SPoCs, that you can trust to not delete or modify System Lookup values. Those with 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 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. 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
- 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 - To see 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