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Lookup Tables

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1: Navigating to Lookup Tables

To navigate to Lookup Tables first open the ADMIN tab, then click the configuration icon, and then LOOKUP TABLES (as shown below).image.png

The LOOKUP LIST EDITOR module will now appear on your screen. To select the list relevant to your situation please click on the SELECT LIST drop-down menu and select from the list of options.image.png

To add in a new item, please click on the NEW ITEM button located in the Lookup List Editor banner. Please remember to fill out all of the relevant fields. Once you have finished, click the SAVE ITEM button, also located in the banner.image.png

To edit an existing item in a list, simply select an item from the ACTIVE LIST of available options. Upon selecting an item, the information will show in the CURRENT ITEM section. Make all necessary correction within this section and once completed click SAVE ITEM.image.png

Lastly, you may remove an item from a list by highlighting the item you would like to remove and click the DELETE ITEM button in the Lookup List Editor banner.

NOTE: This cannot be undone once deleted.image.png

2: Configuring Colors in Lookup Table

GoRev now supports the ability to color code your coding or workflow statuses. You can update a specific status color code by going to Admin –> Configuration –> Lookup Tables –> Select either Followup Statuses or Coding Statuses and you will see the below. Simply click select color and pick a color.image.png

Example of new colors in use

Now that you have assigned colors you will see them show up in a new color column added to GoRev data grids in followup and coding modulesimage.png


GoRev Support Team

If you have any additional questions or concerns regarding this tutorial, please contact the GoRev Support Team by phone at (317) 794-3900 or by email at ask@gorev.com

Note: Always submit an IT Support Ticket detailing the problem that you are experiencing with this portion of GoRev, if possible, as this will give GoRev Support Agents access to information that will help expedite the resolution of your issue. If you are unsure how to submit an IT Support Ticket in GoRev, please see the IT Support Ticket Creation tutorial for assistance.

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