Data entry fields – lookups

If your organisation is licensed for the optional RefTracker Dynamic Lookups module, you can define that fields should be filled with information retrieved from external databases or that the data entered into them should be validated against an external database.

Common uses for the optional Dynamic lookups module are:

• automatically identifying the client submitting a question;
• automatically adding client contact information, to the question detailing the question that they asked;
• automatically adding client contact details to questions created from imported emails;
• validating that matter numbers, as used in the legal industry, are correct;
• allowing selection of an entry from a list that would otherwise be too long to simply select from a drop down list;- and much more.

If your organisation is licensed for this module you will see a Lookups menu item in the System menu, and, within this Request forms section, you will see an Edit lookups mode, and a Lookups tab in the Options mode that are not normally there. Documentation about how to use this additional functionality is provided in a separate Dynamic Lookups Module Setup and Usage Manual.