CompleteEmpire provides you total control over how you would like to arrange your data, work processes and filtering. This is done through a series of reference tables, called “Lookups”.
Lookups are a key element in how relationship databases work.
For your convenience CompleteEmpire provides a basic set of standard information as a guide, but Administrators can add and expand as you see fit to customise to your particular operations and preferences. General users have access to a range of Lookups that can be edited to suit your business requirements.
An example is the easiest way to quickly explain their use.
Example Lookup table
- Click {Lookup} in the Main Menu bar
- Example Click {Opportunity Statuses} - as an example.
- View of the associated Lookup table for that query - Opportunity Statuses as an example.
- In the Opportunity View (as per above example) of a account you can see that when the [Change Status] button is selected the drop down list will match the previous Lookup table entries for Opportunity Statuses.
- Expanded view of the Lookup table and fields. Choosing one will update the account.
Creating a new Lookup table is covered in System Administration>Lookups. Refer Lookups
For your convenience we have provided a basic set of standard information as a guide, but you can add and expand as you see fit to customise to your operations and preferences.
In Alphabetical order, here is a quick explanation of key lookup tables and description.
| Category | Description | |
|---|---|---|
| COMMON | These are generally required items, not specific to any particular task or element of the database | |
| Appointment Types | This is a list of different communication and contact reference types that you ay use in your contact logs and can be specific to your internal business references or terminology | |
| Banks | This is a general list of banks that may have been used by your clients to fund their property purchases | |
| Lead Statuses | This a general marketing classification on quality of the prospect, set to cold, warm & hot as standards but with the option to add to suit your requirements. | |
| COMPANY ACCOUNTS | Items specific to your company operations | |
| Bank Accounts | Enter in your various company bank accounts that you will want to record payment or receipts through, including the currency of the account | |
| CONNECT | This is the core communications system used | |
| Communication Groups | Clients have the option to unsubscribe from future emails, and you have the option to set up specialised Communication Groups so they can opt in or out of various categories. When sending emails, unsubscribes are automatically excluded unless you select one or more of these Communication Groups, where in if a client had unsubscribed from other items but selected to still be informed on relevant matters of the communication group, then they would still receive the email. | |
| Email Types | Administrative allocation of email types for reference purposes | |
| Event Referral Types | Event Referral Types are the master grouping to assess source of attendees for events. For example, "Advertising" is the type, which covers all the different methods which are covered below under Event Referrals. | |
| Event Referrals | This is the more specific selection option for event attendees when they register. Each Event Referral must be allocated to a Event Referral Type, ie XYZ Newspaper Ad as an Event Referral, would still be allocated to "Advertising" as the Event Referral Type. | |
| Event Types | This is to distinguish between different types of events you may conduct to assist in reporting and assessment. | |
| Store Payment Types | If you use the Store, then this is to allocate the differing payment methods that may have been used by clients on payment of items. | |
| Store Product Types | This is to distinguish between different types of products you may sell through the store to assist in reporting and assessment. | |
| Survey Types | This is to distinguish between different types of surveys you may wish to create to assist in reporting and assessment. | |
| MARKETING | To allow for the quick assessment of cost effectiveness of marketing activity | |
| Expense Campaign Types | This allows you to distinguish between the differing types of marketing and advertising campaigns you may wish to create specifically for any development or syndicate in order to assist in reporting and assessment. | |
| Expense Categories | Allows a main grouping area for expense categories to allow enhanced reporting relevant to your operations. | |
| Expense Types | Provides for detailed areas of common expenditure that need to be allocated to a Expense Category to ensure clarity of expenditure and detailed reporting and analysis. | |
| CRM | This is the main area for collection of client data and profiling | |
| Account Types | You can use this to categorise your clients as deemed appropriate for your business for quick reference and access. | |
| Activity Surveys | This will allow you to add specific surveys to activity to capture standard information as may be required. | |
| Application Softwares | This section allows a cross reference to external systems that may be used, by cross matching to a specified client reference or similar. | |
| Contact Log Types | This allows you to categorise the different areas of contact log reporting to allow specific tracking. It also allows you to create and attach surveys/checklists that can be allocated to each type for internal procedure management or data capture. | |
| Contact Log Statuses | Preset status for contact logs that can be added to if required. | |
| Contact Roles | This allows you to confirm the role of a contact added to a sale or other enquiry so it can be clear the way they may be involved. | |
| Contact Types | A list of various types for contacts that can be edited or added to. | |
| Operating Location Types | Type of location for reference purposes and separation as may be required. | |
| Relation Types | A list of various types for client relations that can be edited or added to. | |
| Services | A list of various client services that may be offered to or recorded on the client account for quick reference and opportunity planning. | |
| Source Types | Source Types are the master grouping to assess source of new clients and accounts. For example "Advertising" is the type, which covers all the different methods which are covered below under Sources. | |
| Sources | This is the more specific selection option for Sources of clients when they are created. | |
| Sources are the main descriptor of where the lead has been created from. A source need to
be linked to a Source Type to assist in reporting. Each Source must be allocated to a Source Type, ie XYZ Newspaper Ad as a Source, would still be allocated to "Advertising" as the Source Type. You have the option to make the Source “Visible” or not, which ties into website plug ins to decide if you want this source to be publicly visible on any select boxes on your website or if not it will only be seen for internal users. | ||
| There is a further sub-grouping of Source allowed in the system with a field for “Source Origin”. This is not a preset look up as it allows for much greater flexibility. | ||
| OPPORTUNITIES | Opportunities are the captured leads in the system that you hope move to a more formal enquiry and then sales success | |
| Opportunity Statuses | Preset status for opportunities that can be added to if required. | |
| Opportunity Types | These are the various services either offered by your company or external providers, that may be offered and managed on both an incoming and outgoing basis. | |
| PROPERTIES | Ability to track and manage various elements of the sales and development process | |
| Configuration Types | A list of various types for contacts that can be edited or added to. | |
| Development Sizes | A list of various types for contacts that can be edited or added to. | |
| Development Statuses | Preset status levels for progress of Developments that can be edited or added to to customise to your preferred options and processes. | |
| Development Types | A list of various types of Developments that can be edited or added to. | |
| Facilities | A list of various facilities that may be available in developments that can be edited or added to. This is used in both the Development profile and the Buyer Enquiry profile to assist in matching and search. | |
| Geo Region | A list of various regions of interest that you may have current or future activity or relevance with, which can be edited or added to. This is used in the Buyer Enquiry profile to assist in matching and search. | |
| Owned Property Statuses | Preset status for relevant ownership of properties owned by the client that can be added to if required. | |
| Property Types | A list of various property types of properties owned by the client that can be added to if required. | |
| Proximity Type | A list of various proximity profiles that you may have current or future activity or relevance with, which can be edited or added to. This is used in the Buyer Enquiry profile to assist in matching and search. | |
| Unit Types | A list of various unit layout types of property developments that can be added to if required. | |
| RENTALS | The Rental system allows management of on-boarding for property management opportunities | |
| Landlord Types | You can use this to categorise your landlord clients as deemed appropriate for your business for quick reference, analysis and access. | |
| Rental Management Statuses | Preset status for tracking of property management on-boarding process work flow that can be edited or added to if required to meet your internal preferred processes. | |
| Rental Property Statuses | Preset status for relevant leasing position of properties offered for rent by clients that can be added to if required. | |
| Tenant Types | You can use this to categorise your tenants as deemed appropriate for your business for quick reference, analysis and access. | |
| SALES | The Sales System offers great flexibility to manage and define sales activity for enhanced management control and reporting | |
| Buyer Types | You can use this to categorise your buyer clients as deemed appropriate for your business for quick reference, analysis and access. | |
| Real Estate Agency Types | You can use this to categorise your internal and 3rd Party Sales partners as deemed appropriate for your business for quick reference, analysis and access. | |
| Sale Commission Split Types | Allows flexibility in different sales commission split options to suit your internal methods. | |
| Sale Commission Types | Allows flexibility in different sales commission types to suit your internal methods. | |
| Sale Enquiry Types | You can use this to categorise type of sale enquiry as deemed appropriate for your business for quick reference, analysis and access. | |
| Sale Payment Methods | Ability to differentiate and monitor the various payment methods undertaken by clients. | |
| Sale Payment Types | Ability to differentiate and monitor the various payment types that may be undertaken by clients. | |
| Sale Statuses | Preset status for tracking of sales process work flow that can be edited or added to if required to meet your internal preferred processes. | |
| Sale Types | Ability to differentiate and monitor the various sales types that may be offered through your operations. | |
| Sale Work Flow Mappings | Preset list that allows the ability to manage the appropriate sales statuses and confirm the interaction to the corresponding property status of relevance. | |
| SYNDICATES | This system tracks activity in the offering of investment syndicates and personal investor transactions | |
| Investment Commission Splits | Allows flexibility in different commission split options to suit your internal methods. | |
| Investment Commission Types | Allows flexibility in different commission types to suit your internal methods. | |
| Investment Payment Methods | Ability to differentiate and monitor the various payment methods undertaken by clients. | |
| Investment Payment Types | Ability to differentiate and monitor the various payment types that may be undertaken by clients. | |
| Investment Status | Preset status for tracking of work flow that can be edited or added to if required to meet your internal preferred processes. | |
| Investor Types | You can use this to categorise your investor clients as deemed appropriate for your business for quick reference, analysis and access. | |
| Syndicate Statuses | Preset status levels for progress of Syndicates that can be edited or added to customise to your preferred options and processes. | |
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