Look Up Tables > Other Available Look Up Tables

Other Available Look Up Tables

Several other Lookup tables are available and are used throughout the system. To modify or setup the values in other tables, follow the same process as for Primary Look Up Tables.

The following list contains the names and descriptions of the other available lookup tables within Results.

Module	Lookup Table	Location	Purpose or Description
Contacts	Contact Types	Contacts	To identify a business entity such as prospect, customer, vendor, or employee.
Contacts	Associate Types	Contacts	To identify the types of Associate Contacts you would like to track.
Contacts	Sources	Contacts Sales Opportunities Projects	To identify the origin of the record. For example, a trade show might yield a list of new prospects or a new opportunity arose after a prospect visited your website.
Contacts	Territories	Contacts (Add’l Info Tab)	To define the geographical location (or similar) of a Contact record. For example, all customers in the Eastern territory may be the responsibility of a specific account manager.
Contacts	Groups	Contacts	Multipurpose code that can be utilized in a variety of ways such as analysis, providing summary counts or to group contacts for reports and target mailings. Examples include office supply vendor, computer hardware vendor, professional affiliation, type of business, SEC code, etc.
Contacts	States	Contacts Associates	To define states.
Contacts	Countries	Contacts Associates	To define the Countries where the addresses of the Contacts and Associates might be from.
Contacts	Zip Codes	Contacts Associates	By default, Results ships with the official United States Postal Service zip code list.
Contacts	Mailing Codes	Contacts Associates	To categorize an address for mailing purposes such as international or undeliverable.
Contacts	Relation Type	Contacts	To describe a Relationship of a client in records.
Activities	Activity Types	Activities	To identify a business event such as a meeting, a phone call, an email, or a mailing. The Activity Type makes it easy to track, plan and report on all business events and activities.
Activities	Activity Status	Activities	To categorize the activities that have different status (i.e. Cancel, Complete, hold or progress)
Sales & Marketing	Opportunity Type	Sales Opportunity	To categorize a Sales Opportunity. For example, the opportunity might be new business or an up sell for a current account
Sales & Marketing	Opportunity Status	Sales Opportunity	To categorize the Sales Opportunity status. For example, the opportunity might be won or lost.
Sales & Marketing	Opportunity Stage	Sales Opportunity	To categorize the stage of the Sales Opportunity. For example, the opportunity might be in negotiation or finalized.
Sales & Marketing	Quote Status	Quotes	To categorize the status of a Quote. For example, the quote might be submitted or pending final approval.
Sales & Marketing	Document Types	Contact Activities Sales Opportunities Projects	To categorize the document types that might be linked to a contact record or project. For example, Proposal, Contract, Letter etc.
Services & Projects	Project Type	Project	To categorize a Project. For example, the project might be a marketing campaign or a new customer installation.
Services & Projects	Project Status	Project	To categorize the Project status. For example, the project might be initiated or complete.
Services & Projects	Project Stage	Project	To categorize the stage of the Project. For example, the project might be in Phase I or finalized.
Finances	Invoice Terms	Invoices Quotes	To provide a list of invoice and quote payment terms.
Finances	Payment Types	Invoices Payments	To provide a list of payment types. For example, check or Visa.
Finances	Class Codes	Invoices Quotes Sales Order	To provide a list of Class Codes that will integrate with QuickBooks.
Finances	VAT Codes	Products Quotes Sales Orders Contacts Invoices	To provide a list of VAT (Value Add Tax) Codes. Note: This is only intended for the UK Version of Results.
Finances	Product Lines	Products Quotes Invoices	To categorize the different types of products into similar groups.
Finances	Product Locations	Products Quotes Invoices	Physical location of where a specific product is stored. This is used for effective inventory tracking.
Finances	Expense Categories	Expenses	To group similar expenses. For example travel, meals or office supplies.
Finances	Expense Types	Expenses	To categorize the expense types. For example, business or personal.
Finances	Wage Types	Projects Timesheets	To categorize the type of Wages being tracked.

ResultsCRM User Help (August 2018)