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.
Lookups provide you with a great deal of flexibility and can assist to enhance reporting and business analytics. Users should make themselves familiar with Lookups and expand them to suit their personal requirements.
General users are encouraged to request changes which can be attended to once approved by their senior management and implemented by the system administrator.
Video - How to Create and Edit a Lookup. Click to open video with YouTube.
Create a Lookup entry
Example using Appointment Types
- Click {Lookups} in the Main Menu bar.
- Click {Appointment Types} - as an example.
- Click [Create New] to open a new editable line in the Lookup table for that query.
- Type in a description - what you type is what you will see in your Lookup table. Example 'Syndication'.
Additional columns will depend on requirements and the specific lookup and area of application. Refer to your system administrator for guidance.
- Select a standard duration for appointment. Example '45'.
- Select the Text Colour of the description field (column visibility depends on the lookup). Example 'light blue'.
- Click [Save] to save the new Lookup.
Example of the new entry in the Appointment Type
Edit a Lookup Entry
Example using Appointment Types
- Click {Lookups} in the Main Menu bar.
- Click {Appointment Types} - as an example.
- Click [Create New] to open a new editable line in the Lookup table for that query.
- Click [Edit] to open the selected entry fields for editing.
Additional columns will depend on requirements and the specific lookup and area of application. Refer to your system administrator for guidance.
- Edit the required field(s).
- Click [Save] to save the edited Lookup.
Delete a Lookup Entry
Example using Appointment Types
- Click {Lookups} in the Main Menu bar.
- Click {Appointment Types} - as an example.
- Click [Delete] to remove the lookup entry in the table. Click the confirmation prompt [Yes]/[No].
Lookups - can be edited and are configurable but care must be taken and access to Lookups will depend on your administrators system setting.
Some Lookups are essential to the core functionality of CompleteEmpire. Those Lookup can be identified as those without the [Delete] 'bin' icon.
0 Comments
Add your comment