{"id":1063,"date":"2018-07-18T16:42:17","date_gmt":"2018-07-18T21:42:17","guid":{"rendered":"http:\/\/new.donorsnap.com\/support\/?post_type=epkb_post_type_1&#038;p=1063"},"modified":"2020-10-06T14:34:22","modified_gmt":"2020-10-06T19:34:22","slug":"setup-donorsnap-site-lookups","status":"publish","type":"epkb_post_type_1","link":"https:\/\/donorsnap.com\/support\/docs\/setup-donorsnap-site-lookups\/","title":{"rendered":"Site Setup &#8211; DonorSnap Site Lookups &#8211; How to Customize a Drop-Down"},"content":{"rendered":"<p><strong>Maintenance &gt; Site Setup &gt; Field and Screen Customization &gt; DonorSnap Site Lookups<\/strong>.<\/p>\n<p>Customize the options (the &#8220;Lookups&#8221;) under the dropdowns that are installed with DonorSnap like Contact Type, Accounting Code, Campaign, Appeal, etc.<!--more--><\/p>\n<p><iframe loading=\"lazy\" class=\"tscplayer_inline smart-player-embed-container-iframe embeddedObject\" style=\"overflow: hidden;\" src=\"https:\/\/www.screencast.com\/users\/DennisMueller\/folders\/Help Videos New Skin\/media\/2fcbdb6c-5400-447f-a00b-2eb70d673775\/embed\" name=\"tsc_player\" width=\"800\" height=\"382\" frameborder=\"0\" scrolling=\"no\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p>Add new lookups, delete unused options, Inactivate options that you&#8217;re no longer using.<\/p>\n<p><a href=\"https:\/\/donorsnap.com\/support\/wp-content\/uploads\/2018\/07\/DonorSnapSiteLookups.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2223 size-full\" src=\"https:\/\/donorsnap.com\/support\/wp-content\/uploads\/2018\/07\/DonorSnapSiteLookups.png\" alt=\"\" width=\"1297\" height=\"698\" \/><\/a><\/p>\n<p>Change\u00a0<strong>Sort Order<\/strong>. By default lookups will be listed in alpha-numeric order, however you can reorder them as needed.<\/p>\n<p>One of the simple ways to clean up your dropdown fields is to merge the options within a dropdown. Expand the row of the field you want to make changes to and then use the <strong>Change all records from one description to another<\/strong> button to merge them.<\/p>\n<p><a href=\"https:\/\/donorsnap.com\/support\/wp-content\/uploads\/2018\/07\/DonorSnapSiteLookups-SortAndMerge.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2224 size-full\" src=\"https:\/\/donorsnap.com\/support\/wp-content\/uploads\/2018\/07\/DonorSnapSiteLookups-SortAndMerge.png\" alt=\"\" width=\"963\" height=\"294\" \/><\/a><\/p>\n<h2>Contact Mail Code Rules<\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3056\" src=\"https:\/\/donorsnap.com\/support\/wp-content\/uploads\/2018\/07\/donorsnap-site-lookups3.png\" alt=\"\" width=\"1194\" height=\"774\" \/><\/p>\n<p>The Mail Code field can be used to help segment your lists by blocking the use of certain tools in DonorSnap for that contact. This feature will be expanded to use the tools that are grayed out in the future. Currently rules can be applied to prevent contacts with a specified mail code from receiving text messages sent from the Text Messaging Campaigns tool.<\/p>\n<h2>Related Links<\/h2>\n<p><a href=\"https:\/\/donorsnap.com\/support\/docs\/administrative-reports-duplicates-report-and-master-list-report\/\">Master List Report<\/a> &#8211; Report of all lookups for system fields<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Maintenance &gt; Site Setup &gt; Field and Screen Customization &gt; DonorSnap Site Lookups. Customize the options (the &#8220;Lookups&#8221;) under the dropdowns that are installed with DonorSnap like Contact Type, Accounting Code, Campaign, Appeal, etc.<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"epkb_post_type_1_category":[39],"epkb_post_type_1_tag":[48,45,52,47,46,54,55,40,41,53,44,49,43,42,51],"class_list":["post-1063","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry","epkb_post_type_1_category-site-setup","epkb_post_type_1_tag-accounting-code","epkb_post_type_1_tag-appeal","epkb_post_type_1_tag-attributes","epkb_post_type_1_tag-batch-code","epkb_post_type_1_tag-campaign","epkb_post_type_1_tag-contact-type","epkb_post_type_1_tag-county","epkb_post_type_1_tag-drop-down","epkb_post_type_1_tag-lookup","epkb_post_type_1_tag-mail-code","epkb_post_type_1_tag-maintenance","epkb_post_type_1_tag-payment-method","epkb_post_type_1_tag-setup","epkb_post_type_1_tag-site-setup","epkb_post_type_1_tag-volunteer-event-code"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Site Setup - DonorSnap Site Lookups - How to Customize a Drop-Down - DonorSnap Support<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/donorsnap.com\/support\/docs\/setup-donorsnap-site-lookups\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Site Setup - DonorSnap Site Lookups - How to Customize a Drop-Down - DonorSnap Support\" \/>\n<meta property=\"og:description\" content=\"Maintenance &gt; Site Setup &gt; Field and Screen Customization &gt; DonorSnap Site Lookups. 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