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Drop Down Lists

Drop-down lists are used for data entry throughout the application. You can add, edit, or delete items from the drop-down lists in the Administration module or by clicking the Setup hyperlink found on a module's overview page.

CRM Setup

Individuals

Customer Setup - Individual Tab

Setting Up the Prefix Drop-Down List

Setting Up the Suffix Drop-Down List

Setting Up the Individual Type Drop-Down List

Setting up the Chapter or Affiliate Drop-Down List - Individuals

Setting Up the Interest Code Drop-Down List

Setting Up the Ethnicity Drop-Down List

Organizations

Setting up the Organization Type Drop-Down List

Setting Up the Product Type Drop-Down List

Setting Up the Chapter or Affiliate Drop-Down List

Relationships

Setting Up the Individual to Individual Drop-Down List

Setting Up the Individual to Organization Drop-Down List

Setting Up the Organization to Organization Drop-Down List

Miscellaneous

Record Source Price Qualifier

Setting Up the Record Source Drop-Down List

Setting Up the Activity Codes Drop-Down List

Setting Up the Department/Subject Drop-Down List

Setting Up the Contact Topic Drop-Down List

Setting Up the Action Taken Drop-Down List

Setting Up the Category Drop-Down List

Demographic Blocks

Setting Up the Demographic Blocks Drop-Down List

Certifications List Setup

Certification

Setting Up the Certificant Status Drop-Down List

Setting Up the Certificant Status Reason Drop-Down List

Education Credit Type

Setting Up the Education Credit Types Drop-Down List

Membership List Setup

Setting Up the Member Type Status Drop-Down List

Setting Up the Membership Termination Reason Drop-Down List

Awards List Setup

Award Setup

Setting Up the Award Types Drop-Down List

Setting Up the Award Category Drop-Down List

Entry and Judge Info

Setting Up the Award Entry Status Drop-Down List

Setting up the Award Judge Specialty Drop-Down List