Lookups


Admin users may add and edit selection options for certain multiple choice fields at "Settings" > "Lookups" (not all multiple choice fields are customizable - some have fixed selection options related to various system functions). In order to add or edit selection options for a customizable multiple choice field, do the following:

  1. Click on the Lookup tab that corresponds to the field where you would like to add or edit selection options.
  2. You can edit any selection option by clicking on it or add new selection options by using the “Add” field at the top of the list.
Lookups
  • Address

    10260 SW Greenburg Road, 4th floor Portland OR 97223
  • US Phone

    855.517.2193
  • Global Phone

    + 1.503.517.4293‬
  • Email

    This email address is being protected from spambots. You need JavaScript enabled to view it.