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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.

  1. From Customers, select Set up tables > General lookup.validation. The Set up general lookup/validation window appears.
  2. Click the drop-down list and select (New Table).
  3. Enter the name of the table in the space provided. For example, CALL_TYPE.
  4. Click Save. The new table name displays in the table list.
  5. Click New and enter (as desired) the Code, Expansion, and/or Description values for all valid selections.
  6. Click Save.
  7. 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.

See Also

Setting Basic Options

To set basic referral options


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