Administration

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

  • Involvements

  • Membership

  • Contributions

  • Tasks & Notes

  • Media & Resources

  • Miscellaneous

Note

See a breakdown of the categories below.

Create a New Lookup Item

Step 1

Go to Admin > Advanced > Lookup Codes and click on the table you wish to edit.

Step 2

Click the green Add button. Some tables require an Id (integer). This should be 2 or 3 numbers, 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 might be a Code, Description/Name, etc.

Click the blue check mark to save it.

Edit an Existing Lookup Item

Step 1

Go to Admin > Advanced > 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 save it.

Delete an Existing Lookup Item

Step 1

Go to Admin > Advanced > 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.

Categories

People

  • Address Type

  • Family Position

  • Gender

  • Grade

  • Interest Point

  • Marital Status

  • Resident Code

  • Shirt Sizes

  • Titles

Involvements

  • Attend Credit

  • Attend Type

  • Location

  • Category in Mobile

  • Entry Point

  • Location in Mobile

  • Medications

  • Meeting Categories

  • Member Types

  • Involvement Status

  • Involvement Types

  • Origin

Membership

  • Baptism Status

  • Baptism Type

  • Decision Type

  • Drop Type

  • Join Type

  • Member Letter Status

  • Member Status

  • New Member Class Status

Contributions

  • Account Codes

Note

The Account Management Role column allows you to select a specific role that a user with the AccountManager role must have to see that Account Code.

  • Contribution Sources

  • Batch Types

  • Batch Status

  • Contribution Status

  • Contribution Types

  • Envelope Option

Tasks & Notes

  • Keywords

Media & Resources

  • Tabs

  • Groups

Miscellaneous

  • Background Check Approval Codes

  • Background Check Labels

  • Badge Colors

  • Organization Use

  • Roles

  • Volunteer Application Status

  • Volunteer Codes



Latest Update

2/22/2024

Update for new menu