Skip to content

System Lookups

System lookups are reference data used throughout the platform for categorization, filtering, and data organization.

Understanding System Lookups

System lookups include: - Categories and classifications - Countries and regions - Industries and sectors - Status values - Custom reference data

Managing Lookups

Accessing Lookups

Navigation: Admin → System Settings → System Lookups

Lookup Categories

Common Lookup Types: - Countries and regions - Industries and sectors - Company stages - Funding stages - Program types - Custom categories

Adding Lookups

  1. Select Lookup Category
  2. Choose lookup type

  3. View existing values

  4. Add New Value

  5. Enter lookup value
  6. Add description if needed
  7. Set display order
  8. Save lookup

Editing Lookups

  1. Select Lookup
  2. Find lookup to edit

  3. Click edit option

  4. Modify Values

  5. Update lookup value
  6. Modify description
  7. Change display order
  8. Save changes

Deleting Lookups

  • Remove unused lookups
  • Verify no dependencies
  • Confirm deletion
  • Update affected records if needed

Best Practices

  1. Consistency: Use consistent naming conventions
  2. Completeness: Ensure all necessary values are included
  3. Organization: Organize lookups logically
  4. Documentation: Document lookup meanings
  5. Review: Regularly review and clean up lookups

Next Steps