How to customize Field Values

How to customize Field Values

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:

  1. Go to Utilities.
  2. Click Customize Database.
  3. Select Field Values.
  4. Choose the Area you want to customize.
  5. Select the Field you want to edit.
  6. Click New to add an entry.
  7. Double-click an entry to modify it.
  8. Select an entry and click Delete to remove it.

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.

The custom fields located on the contact record are called Extra Fields and appear under the Contacts area.

For more information on creating extra fields in contact records, refer to the KB article on Creating new fields and tabs in Contact records.