Overview: Setup values
Throughout the system you'll see fields like market segments and function room setups that have a picklist in them. The choices in those picklists are called setup values
Some picklists, like the booking status, cannot be changed. Others allow you to define the list to meet the needs of how your company does business. To understand which fields you can customize, navigate to Setup Values. Using the list views dropdown, you'll see all of the setup values that can be edited.
Setup values can be defined at the corporate or property level. Corporate setup values are shared by all properties in the org. Typically your company will define a corporate list for most of the fields with the values they want to use for reporting. Sometimes they will allow property administrators to add their own values, while other companies do not allow any property additions. Make sure you understand your company's policy before making any changes.
Account-related picklists display corporate setup values only. For example, the Lead Source and Market Segment picklists on an account will display only corporate values while they will display both corporate and property values on a booking.
Learn which objects reference each setup value
The following table lists the setup values that are available and indicates which objects reference each value. The table also provides example values to give you an idea of how that field is used.
| Setup Value | Related Objects | Example Values |
| Billing Information |
Accounts - Billing Information Bookings - Master Billing, Room and Tax Billing, Catering Billing |
Master Account, Direct Bill, Individual on Own |
| Booking Status Reasons | Lost Business Reason field in Bookings, Inquiries | Guestrooms Unavailable, Dates Changed, Selected Another City |
| Booking Types | Bookings, Inquiries | Meeting, Citywide, Wedding, Tour Group |
| Brand Codes | Properties | Various brand codes |
| Brands | Properties | Various brand names |
| Budget Classifications | Sales Goals (Properties page) | Food, Beverage, Catering Only |
| Card Types | Transactions (Bookings page) | American Express, Visa |
| Change Log Types | Events, BEOs | Added Menu/Item, Attendance, Setup Change |
| Charge Types | Transactions (Bookings page) | Initial Deposit, Final Deposit |
| Corporate Package Reference | Packages | Complete Meeting, Residential, Day Delegate |
| Custom Booking Statuses | Bookings | Verbal Definite |
| Custom Event Statuses | Booking Events | Event Detailed, Event Details Confirmed |
| Date Collection Categories | Date Collections (Properties page) | Citywide, Holiday, Promotion |
| Function Room Setups | Function Rooms (Properties page), Event Classifications (Properties page), Events | Rounds of 10, Rounds of 8, Boardroom |
| Goal Classifications | Sales Goals (Properties page) | Guestroom and Catering, Catering Revenue |
| Guestroom Categories | Guestroom Types (Properties page) | Standard, Club, Suite |
| Housing Methods | Bookings, Room Blocks, Volume Contracts | Individual Call-In, Rooming List, Internet |
| Inquiry Ratings | Inquiries | Shopping, Interested, Likely to Book |
| Item Categories | Items (also used to search for menus and items via the Manage Menus and Items window ) | Breakfast, Dinner, Cash Bar, Hosted Bar |
| Lead Sources | Accounts, Contacts, Inquiries, Bookings, Volume Contracts Account-related picklists display corporate setup values only. |
Trade Show, Repeat Business, Personal Office Visit |
| Lost to Competitors | Bookings, Volume Contracts | Individual competitor names or brands |
| Market Segments |
Accounts, Bookings, Volume Contracts Account-related picklists display corporate setup values only. |
Corporate, Government, Association, SMERF |
| Meeting Class | Bookings | Catering Only, Rooms and Catering, In-House |
| Other Income Categories | Other Income, Bookings, Packages | Spa, Golf, Restaurant |
| Other Property Info (rarely used) | Properties | Seasonal Rates |
| Payment Types | Transactions (Bookings page) | Check, Direct Bill, Cash |
| Property Features (rarely used) | Properties | Golf, Free WiFi, Spa |
| Regions | Accounts, Contacts, Properties Account- and contact-related picklists display corporate setup values only. |
US Midwest, Asia, Europe |
| Territories (rarely used) |
Accounts, Contacts, Properties Account- and contact-related picklists display corporate setup values only. |
Greater Boston Area, DC Metro Area |
| Volume Contract Status Reasons | Lost Reason field in Volume Contracts | Pricing, Distance to Airport |
| Volume Contract Types | Volume Contracts | Negotiated Rate, Business Travel, Airline Crew |