General lookup tables

iMIS enables you to create and manage general lookup tables for use with several fields, such as drop-downs.

Note: To create and manage general lookup tables, you must be a system administrator role with a Customers: 5 module authorization level.

To get started, do the following:

  1. Go to Settings > General look up tables.
  2. From the General tables drop-down, do one of the following:
    • Choose a specific table to view the related data.
    • Choose All to review the data in all of the tables.

    Selecting an existing general table

  3. If the table you need is not in the list, you may need to add it. To understand all available tables, see iMIS tables.