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Select Lists

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

  • Payment Types

    Used to identify the method of payment for revenue records in Client Payments and General Ledger. This is not a user-defined list, and records cannot be added or deleted. The list is intentionally res...

  • Penalties

    Used in Client Case Notes. Navigation Main Menu > Selects > N-Z > Penalties Applies To:    Enterprise Field Details  Penalty: Name of penalty. Required field.        ...

  • Policies

    User-defined list of Cancellation and Refund Policies used in Course Sections. Navigation Main Menu > Selects > N-Z > Policies Applies To:    Enterprise Notes  Both options are available for organizat...

  • Postal Codes

    List of Postal Codes associated with City, State, and Country.  The allowed length of postal code and address format throughout the system is based on the Branch Profile >  Preferences field called [A...

  • Program Groups

    Used to categorize groups of Courses and/or Course Sections, and to set Course Sequences. Most often used to create a series of courses such as a certificate or degree program. Navigation Main Menu > ...

  • Refund/Discount Reasons

    Used in Refund and Discount payment records in General Ledger and Client Payment. Navigation Main Menu > Selects > N-Z > Refund Reasons Applies To:    Enterprise    Plus    Basic Field Details  Refund...

  • Revenue Items

    Used to identify the item purchased in revenue records of Client Payments and General Ledger.  Navigation Main Menu > Selects > N-Z > Revenue Items Applies To:    Enterprise    Plus    Basic Field Det...

  • Room Types

    Used in Location records to identify the type of room. Navigation Main Menu > Selects > N-Z > Room Types Applies To:    Enterprise    Plus    Basic Field Details  Type: The name of the room type. Requ...

  • School Districts, Names, and Contacts

    The Schools feature used to track the school district residency of Clients. There are three elements: Districts, Names, and Contacts. Navigation Main Menu > Selects > N-Z > School Districts Main Menu ...

  • Sequences

    The Sequence feature provides the ability to create a list of all the required courses for a certificate or degree program and to identify the general order they should be taken. As an example, think ...