Lookup Tables > Adding a Lookup Table Entry

Adding a Lookup Table Entry

To add a Lookup Table Entry:

1.       From the Setup Main Menu, in the Maintain Lookup Values Module group, point to the desired module and then select the Lookup Table you would like to modify.

2.       In our example we selected Finances > Expense Types to display the Expense Types dialog.

●         Click the Add icon to display the following corresponding fields display in the Data Entry screen.

3.       Fill out the information on the data entry screen.

4.       Click the Save icon.

ResultsCRM User Help (August 2018)