The Validation Tables tab lets you update items such as address type, affiliation, etc. This lets you customize the information you store to the needs of your specific organization.
To access the Validation Tables, click on your user name in the upper right corner of the window. Settings should be one of your choices. Click Settings.
NOTE: If your User record does NOT have either "Is System Administrator" or "Configuration Access" checked, you will NOT have access to "Settings".
Click Validation Tables in the left sidebar.
To select a Validation Table, scroll through the Validation Folders/Categories. Once you select a Validation Table, all current values for that table will be listed.
The list of Validation Tables you see will depend on the modules that your organization uses. You can add as many values as you like to a particular Validation Table, but after the value is used one time you cannot delete it unless you first “unassigned” it from any records that use that value.
To add information in a Validation Table, click on the Affiliation folder, for example. Here you will ADD area churches and organizations in your community to which your donors might belong. You could also use this list for area high school and colleges and chose an affiliation for clients. Make the New Affiliation "Active". This puts it in the list of choices in the drop down field. If you mark something "Inactive" it will not delete past entries, but it will not appear in future lists in records.
Example of a Validation Table List:
List of Validation Tables:
Address Type - For example, Summer, Winter, Campus
Affiliation - Enter area churches, organizations or schools where donors might be involved or clients might attend. This helps with Advanced Searches to pull a list of people who will be at a speaking engagement at a certain church or organization.
Center - Enter the locations where clients are served, such as Mobile, East Office, etc. Can also be used in a Donor record if they are connected to a specific location.
Concepts Shared - Client. What topics were discussed with a client. This list must match the Intake Form "Concepts Shared" section of your Client Intake Form (Word document) that is used for interviewing clients.
Correspondence Type - Phone, Snail mail, Email . . .
Counties - Add the counties in your area
Country - This is usually used in the client section for foreign-born clients.
Emotional Side Effects - of abortion
Father's Relationship - Client. For Example: Boyfriend, Husband, Acquaintance.
GLAccount - Used with QuickBooks interface.
GLClass - used with QuickBooks Interface.
Grant Status - This list may already be populated. It reads, Approved, Entered, Pending, Denied. Received.
Income Level - Usually client specific. Some grants requests this info to show need.
Income Source - Usually client specific.
Living Arrangements - Client. For Example: Alone or with children, Parents, Husband, Boyfriend, Friends, Dorm . . .
Person Contact Type - Donor. Describes an additional person in a record, like an Administrative Assistant, who might answer the phone for a business or church.
Person Entity Type - Describes the type of record it is: Church, Business, Person, Family, Organization.
Phone Type - For example: Cell, Home, Business . . .
Physical Side Effects - of abortion
Prefix - For example: Mr., Mrs., Dr. . . .
Primary Language - Client
Priority - used in Tasks: High, Medium, Low, Very Important
Relationship Type - Describes relationship between records of Client with boyfriend, parents, etc., or between buiness and business owner.
Religious Preference - Client. List must match the Word document used for client interviews
Resources Provided - Client. List must match the the Intake Form Word document used for client interviews. Included brochures and referrals given.
Role - How are the people in this record involved within your organization? Common inclusions are Consultant, Banquet Volunteer, Receptionist, Prayer Partner, Baby Bottle Church. . .
Source Expense Type - These entries are the "expenses" related to a specific source. Like Banquet could be a source and Source Expense Types could be speakers fees, hall rental, and food
Status - used in Tasks. Closed, In progress, Open
STD Treatment - Prescription, Refer
Sufix - For example: III, IV, Jr., Sr. . . .
Skills - Special Skill (expertise) that may be useful to your organization that you would like to assign to the record (Plumber, Lawyer, Nurse, Handyman, Bilingual, etc.)
Tender Type - Cash, Check, Credit card, PayPal