Specify Values for a Custom Lookup Option

If you add custom options with a data type of Lookup, you must specify possible values for the lookup.

To specify values for a Lookup type option, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > General > Custom Report Options.
2. From the Report Name field, select the custom report.
3. Click Lookup Lists on the toolbar.

   All options from the Options grid for the selected report with a Data Type of Lookup or Search display in the Column area.

4. From the Column area, select the option for which you want to specify values.
5. Click Insert on the Options grid.
6. In the Value field, enter the name of a value that you want to make available for selection.
7. To move a value up or down in the list of selections, select the value and click Move Up or Move Down.
8. Click Save.