Lookup tables are used extensively throughout the application to classify and categorize information.
Some examples of lookup tables used in FTrack includes:
| • | Industry Codes - used to classify customers by industry type |
| • | Service Request Task Type Codes - used to classify service job types |
| • | Priority Codes - used to prioritize service requests |
| • | Sales Opportunity Status Codes - used to indicate the status of a sales opportunity |
Most lookup tables are composed of a list of defined codes and their associated descriptions. To review the existing lookup tables, from the main window top menu, select: Tools>Administration> LookUp Tables.
FTrack will display the LookUp tables browse form:
Users can view the different available values for each lookup category. Some categories are system categories and can only be renamed, not deleted or created new entries, for example, severities for trouble tickets, only 4 levels are allowed.
Doing double click on any of the displayed values FTrack opens the Lookup details form:
The values managed by this form are:
| • | Type: Lookup table category. |
| • | Sequence: The order in which this value will appear in the selection forms. |
| • | Text: The value that appears in the election forms |
| • | Description: Additional information. |
| • | Parent: If the category allows hierarchy , shows the parent of this value. |
| • | Number: An integer value(depends on the category) |
| • | Real: A decimal value (depends on the category) |
| • | Boolean: A Boolean value (depends on the category) |
When you install FTrack you should look at the contents of the lookup tables and see if they reflect the way that you want to be classifying information in the database.
Category |
Description |
Forms |
Integer |
Decimal |
Boolean |
Action Codes |
Type of action done by the user |
Trouble Ticket Phone Call Activity |
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Trouble Ticket Queues |
Queues where trouble tickets are assigned depending on their nature |
Trouble Ticket |
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Phone Call Queues |
Queues where phone calls are assigned depending on their nature |
Phone Call |
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Send Method |
Different values for sending FTrack documents (ie: mail, fax, etc…) |
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Opportunity Close Type |
Reason why the sales opportunity was closed |
Sales Opportunity |
Internal value |
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Opportunity Responsible Role |
Roles of the person responsible for the sales opportunity (ie: Account Manager, Support Manager…) |
Sales Opportunity |
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Opportunity Response Rating |
Response received by customer (ie: Very good, Not interested…) |
Sales Opportunity |
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Opportunity Contact Role |
Role of the responsible on customers side (ie: Boss, product evaluator…) |
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WorkFlow States |
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