Select Lists

Need to populate all those drop down fields? Look here.

• Accounts and Account Groups

  Accounts are user-defined identification codes or numbers used in financial records related to Course Sections, General Ledger (payments), and Payroll. Accounts are linked to the following data conten...

• Achievements

  Used to identify the outcomes of Client Goals. Navigation Main Menu >» Selects >» A-D >  Achievements Applies To:    Enterprise Field Details  Achievement Name: Field cannot be duplicated in more than...

• Assessments

  Used to identify the intake evaluation results of Clients. Navigation Main Menu > Selects > A-D >  Assessments Applies To:    Enterprise Field Details  Assessment Name: Field can not be duplicated in ...

• Attendance Codes

  Used for tracking the type of daily Client Attendance records such as absent, attended, etc.  Navigation Main Menu > Selects > A-D >  Attendance Codes Applies To:    Enterprise Field Details  Type:  I...

• Attendance Zone

  Used in the Client Profile record as a reference only and is not linked to attendance records. Used by some organizations to track attendance reporting locations. Navigation Main Menu > Selects > A-D ...

• Billing Terms

  Used in Client Invoices and, if applicable, Contracts. This table is shared across all Branches. Changes and additions affect all Branches. Navigation Main Menu > Selects > A-D >  Billing Terms Applie...

• Block Types

  Used with Client Blocks. Navigation Main Menu > Selects > A-D >  Block Types Applies To:    Enterprise    Plus    Basic Field Details  Block Type: Name field cannot be duplicated in more than one reco...

• Buildings

  Used with Facilities and Locations to identify where services are provided. One of three parts that make up a location. Facility Building Room Navigation Main Menu > Selects > A-D >  Buildings Applies...

• Business Codes

  Descriptions of business types are often used by government organizations to categorize business. Used in Courses and Companies records. Navigation Main Menu > Selects > A-D >  Business Codes Applies ...

• Certificate Text

  Certificate Text allows the creation of custom text used to print certificates for Clients via InSight. The text entered in the Certificate Text records can be merged with Client and Course data to pr...