Lookups - Editing Values

Applies to: HR/Customer Administrators

Lookups will by default, contain some pre-populated values as a base configuration. You can however, edit existing lookup values in any of the lookup categories.

• Logged in as an administrator, click on the Configuration side menu, followed by the Lookups sub-menu.
  
  
  
• The Lookups screen will be displayed.
  
  
  
• Click on the lookup category you wish to edit a value of, which displays the table of lookup values for this category.
  
  
  
• Select the value to be edited.
  
  
  
• Click the amber edit button and the edit form will be displayed.
  
  
  
• Make your required change(s) to the lookup value.
  
  
  
• Click save and this will be displayed in the lookup category table.
  
  
  
• The new value can then be selected in the corresponding part of the system.
  
  
  
• In the example above, when editing an employee record, on the contact tab and email address section, we can now see the edited lookup value for email address type.