To create a lookup for a search field
In the Professional Referral module, general lookup/validation tables provide the lookup, validation, and expansion for Additional Fields when you specify an existing general lookup/validation table on the Set up module window.
- From Customers, select Set up tables > General lookup.validation. The Set up general lookup/validation window appears.
- Click the drop-down list and select (New Table).
- Enter the name of the table in the space provided. For example, CALL_TYPE.
- Click Save. The new table name displays in the table list.
- Click New and enter (as desired) the Code, Expansion, and/or Description values for all valid selections.
- Click Save.
- From Referrals, select Set up module. Enter the name of the general lookup/validation table as one of the Additional Fields. Enter a corresponding label that displays in the Manage referrals window.
