Administration – Manage Reference Tables

The basic reference “pull-down” tables that can be maintained are:

·         Record – Lead Status
·         Record – Initial Lead Grade
·         Record – Lead Source (the application stores the List Source Code in the database and not the text value)
·         Record – Interest Fields 1-12 (if turned on)
·         Record – Probability (Sales Update page – contains percentages in decimal values)
·         Record – Lead Sales Stage
·         Opportunity – Opportunity Type
·         Opportunity – Opportunity Source
·         Opportunity – Status 
·         Opportunity – Solution Type
·         Opportunity – Custom 1-4
·         Opportunity – Solution
·         Contact – Title Code
·         Contact – Job Function
·         Contact – State
·         Contact – Country
·         Contact – Contact Method opt-in/out
·         Appt / Call Back – Type
·         Activity – Marketing Activity
·         Activity – Marketing Status
·         Case – Status (Custom field on the Case Management detail page)
·         Case – Origin (Case detail page)
·         Case – Priority
·         Case – Type
·         Case – Case Reason
·         Case – Close Reason 

These tables can be maintained for each workgroup within an individual database.  

Reference Tables file maintenance is accessed by clicking on the Administration function in the top banner of the application and then selecting the hyperlink called Manage Reference Tables. 

Select the Company/Workgroup (if you have access to multiple ones) and the Reference Table you want to modify. Additional entries can be add via the Add Record tab, Edited via the edit hyperlink or actually deleted via the delete hyperlink. 

Each table has the ability for the user to sequence the order that the entries will appear in the page pull-down field. 

Some tables as noted above store the code value and not the actual text value in the application DB. These are fields that traditionally were imported directly from Telemarketing firms and this cut down on the possibility of misspelling the text names. It also make it possible to say change the text value in List Source without having to file maintain all of the values for that List Source Code. 

User will not see any changes to these table values until they log into the application again because session variables including tables are set at logon time. 

The names of the Reference Tables above can be renamed in the Custom Labels function by choosing the Label Group: Manage Reference Tables.

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