Lookup lists
Lookup lists are the pick-lists ASTRO offers on its forms: opportunity stages, activity types, loss reasons, decision roles, company types, ERP systems, product categories and others. You change them here, and the change reaches every form at once.
Add a value
- Open Administration > Lookup lists and choose the list on the left (on a phone, under List). The numbers beside each list are active values and all values.
- Under New value, type the name and select Add. It is added at the end and appears on new records at once.
Rename, reorder or make a default
- Edit renames a value. Select Save.
- Drag a value by its handle, or use the up and down arrows, to change the order forms show.
- Make default pre-selects that value on new records.
Every value has a code, shown beside its name. ASTRO reads the codes, so renaming and reordering are always safe: codes never change.
Retire a value
- Select Deactivate beside the value and confirm.
- New records no longer offer it. Records that already use it keep it, and lists and reports still show it.
- To bring it back, open Inactive at the bottom and select Reactivate.
Values are never deleted. The default value cannot be deactivated; make another value the default first.
The ERP systems list also has We have an interface on each value, for the systems your company connects to.