Field configurations eliminate the need to retype the same information each time a field needs to be filled. Lookup lists allow fields to be created to store data that have a limited number of possible values. When collectors need to complete the field, they simply click the dropdown arrow and select the appropriate value.
Field Configurations have two separate tabs which handle different types of lookups. Both are configured using the same steps.
| User Lookups | Create User lookups to provide users with the information they need. Add lookup lists containing expense types, vendors, counties, Bankruptcy Courts - anything which will add to efficiency and productivity, and reduce errors. |
| System Lookups | System Lookups are standard lookup values used in conjunction with Bankruptcy, Fraud, Repossession and Cases. While a System Lookup cannot be added by the users, additional values for each lookup can be added to provide greater usability. |
Create a Lookup Value
- After clicking Create on the Lookup Value tab, an additional row will be created underneath the last Lookup Value. It will contain check boxes for fields, indicating that it can be modified.
Heading
Description
Value Enter the desired value for the lookup value in the field with the heading Value. Description Enter the desired description for this Lookup Value in the Description field. Default Select the Default checkbox if this Lookup Value is to be made the default value for all accounts. In Use The In Use checkbox is a system checkbox that indicates that the value is being used inside the system on an account or in criteria. If the In Use checkbox is checked the value will not be able to be deleted.
- To Delete a Lookup Value, select the value’s leftmost checkbox. The column, instead of having a name, will instead be a select all checkbox. After selecting the fields to be deleted, press the Delete button on the navigation panel.
- Select Save from the top navigation panel of the pop-up window. This will save changes while remaining on the Edit Lookup Values page.
Once a lookup value is created it will need to be placed on a screen or used within a workflow in order to utilize the dropdown.
Edit a Lookup Value
- Users can edit a field by highlighting it and selecting Edit or by double-clicking the field.
- To change the lookup name, delete the old name and enter the new one.
