This article shows you how to create lookup options that populate the Type dropdown list in the Organization record. This dropdown list contains options that enable a user to identify the type of organization, for example, parish or school. 

You must have Settings > Lookups > View/Modify/Delete permissions to perform this task.

1. Click Settings to open the Settings page.
2. Select the Lookups tile to open the Lookups page.
3. In the Organization Types section, click (Add New Organization Type).
4. In the Name field, specify the type of organization. For example, "Nursery School."
5. (optional) If your organization uses a code to identify the type of organization, for example, "NUR" (for Nursery School), type the code into the Code field.
6. Click or .

The system displays a message to inform you that the lookup option was successfully created: 

The option appears in the Type dropdown list. 

Updated July 02, 2025 20:17