Lookup lists are customizable fields that appear in all list windows in Sumac. They can be displayed as drop-down menus, such as a list of cities, or as groups of checkboxes, like contact types.
To add, modify, or remove items from any lookup list, follow these steps:
Lookup lists are organized by areas, and sometimes the same list appears in multiple areas. For instance, the list of accounts is available under both donations and payments. While it is the same list, it is shown in both places for convenience.