Create setup values
Throughout the system you can see fields, like market segments and function room setups, that have a list in them. The choices in those lists are called setup values.
Setup values are defined at the corporate or property level.
- Corporate setup values are shared by all properties in the organization. Examples include market segments, lead sources, and lost business reasons. Only a corporate administrator can create, modify, and delete corporate setup values.
- Property setup values are associated with individual properties and display along with corporate values in lists. A property administrator can create, modify, and delete property setup values at properties they have access to. A corporate administrator can do the same at any property in the organization.
For information on which objects reference each setup value, see Overview: Setup values.
To create new setup values
-
Do one of the following:
- To create a property setup value, in the Setup Values section of the Property page, click New.
- To create a corporate setup value, navigate to Setup Values, and click New.
- If you are a corporate administrator, select to create a Corporate Setup Value or Property Setup Value, and then click Continue. The New Setup Value page displays.
-
Complete the fields on this page as appropriate.
Information details Setup Value Type Select the type of setup value to create. Value Enter the label for the setup value. Abbreviation Enter an abbreviation for the setup value. Active
Select this option to make the setup value display in its associated list.
Property
This is the property the setup value is being created for.
Sort Order
Enter the sort order for the setup value to display.
- Do one of the following:
- Click Save to save your changes.
- Click Save & New to save your changes and create another setup value.
- Click Cancel to discard your changes.