There are twenty eight (28) lookup template options available from the template drop-down list. Each provides access to commonly-used lookup forms and fields. When you select a template, its default results format displays in the results format drop-down list.
** For licensed users of Advance Document Management (ADM)
*** For licensed users of the Ticketing Interface
Template Format |
Forms |
Default Results Format |
Bio - Activity Participant |
• Activity Participants • Address • Geo Code |
Activity Participants Lookup List |
Bio - Affiliation |
• Affiliations • Address • Geo Code |
Affiliation Lookup List |
Bio - Committee Header |
• Committee • Committee Role • Committee Owner |
Committee Lookup List |
Bio - Committee Participant |
• Committee Participant • Address • Geo Code |
Committee Participant Lookup List |
Bio - Entity |
• ID • Entity • Address • Geo Code |
Entity Lookup List |
Bio - Name / Address |
• Name • Address |
Entity Lookup List |
Bio - Student Activity |
• Student Activity • Geo Code • Address |
Student Activity Lookup List |
** Documents |
• Documents |
Doc – Lookup List for Entities |
Event |
• Event • Organizer |
Event Lookup List |
Event - Invitee |
• Event • Organizer • Invitation • Registration • Participation |
Invitation Lookup List |
Event - Participation |
• Event • Organizer • Registration • Participation |
Participation Lookup List |
Event - Registration |
• Event • Organizer • Registration • Participation |
Registration Lookup List |
* Event - Resource |
• Resource |
Resource Lookup List |
Gift - Allocation |
• Allocation |
Allocation Lookup List |
Gift - Appeal Header |
• Gift Appeal Header |
Gift Appeals Lookup List |
Gift - Gift Club Membership |
• Gift Club Membership • Address • Geo Code |
Gift Club Membership Lookup List |
Gift - Segment Header |
• Segment Header |
Segment Lookup List |
Gift - Transaction |
• Transaction • Gift • Pledge |
Giving Transaction Lookup List |
Institution |
• Institution |
Institution Lookup List |
Membership |
• ID • Membership • Address • Geo Code |
Membership Lookup List |
Membership - Appeal |
• Membership Appeal Header |
Membership Appeals Lookup List |
Membership - Dues Payment |
• ID • Dues Payment • Membership • Address • Geo Code |
Dues Payment Lookup List |
Prospect - Contact Report |
• Contact Report • Assignment |
Contact Report Lookup List |
Prospect - Program Prospect |
• Program Prospect • Prospect • Assignment • Address • Geo Code |
Program Prospect Lookup List |
Prospect - Proposal |
• Proposal • Assignment • Prospect • Program Prospect |
Prospect Proposal Lookup List |
Prospect - Prospect |
• Prospect • Address • Geo Code |
Prospect Lookup List |
Prospect - Tasks |
• Task • Assignment • Prospect • Program Prospect |
Prospect Task Lookup List |
Ticketing - Parking |
• ID Lookup • Entity Lookup • Parking Lookup • Address Lookup • Geo Code Lookup |
Ticketing Parking Lookup List |
Ticketing - Ticket |
• ID Lookup • Entity Lookup • Ticket Lookup • Address Lookup • Geo Code Lookup |
Ticketing Ticket Lookup List |
Ticketing - Ticketing Overview |
• ID Lookup • Entity Lookup • Address Lookup • Geo Code Lookup |
Ticketing Lookup List |