Touchpoint Software Documentation | Lookup Codes

Lookup Codes

Lookup Codes Table
The Lookup Codes table is a list of all the tables used to store the items that appear as drop downs in the database. You cannot delete the tables themselves. However, within the tables the System Admin can add additional items, edit existing ones, and even delete those you do not need. A red Delete button appears beside the items that are not hardwired, indicating that you can delete them.
Categories:

The codes are divided into the following categories:

  • People
  • Organizations
  • Membership
  • Contributions
  • Contacts / Tasks
  • Miscellaneous

Create a New Lookup Item

Step 1
Go to Administration > Setup > Lookup Codes and click on the table you wish to edit.
Step 2
Click the green Add button and enter a new ID code (integer). This should be 2 or 3 characters, and not one that is already is use
Step 3

The new row will be highlighted. Click in the appropriate fields, where you see empty, and enter the requested information. This may be a Code and/or Description/Name.

Click the blue check mark to accept it.

Edit an Existing Lookup Item

Step 1
Go to Administration > Setup > Lookup Codes and click on the table you wish to edit.
Step 2

Click the description/name of the lookup item you want to change and enter the new name.

Click the blue check mark to accept it.

Delete an Existing Lookup Item

Step 1
Go to Administration > Setup > Lookup Codes and click on the table you wish to edit.
Step 2

Click the red Delete button beside the item you want to delete.

Then click OK at the prompt.

Note

If an item is currently being used, you cannot delete it, even if there is a Delete button beside it.

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