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Manage Firm Drop Downs

Many drop-down fields are provided out-of-the-box in Lucernex. You can add custom values to these drop-down fields to suit the needs of your users.

To navigate to the Manage Firm Drop Downs page:

  1. Click Admin in the toolbar in the upper-right corner of the window.

    The System Administrator Dashboard page opens.

  2. Click Manage Firm Drop Downs link in the Company Administration column.

    The Manage Drop Downs page opens.

  3. Follow a procedure below.

ClosedAdd a Value to a Firm Drop-Down Field

To add a value to a firm drop-down field:

  1. Find the drop-down field you want to edit.

    You can use the Table Search to search for a field using key words such as "Group" or "Type".

  2. Click Edit in the Actions column of the record.

    A window opens.

  3. Add the items you want:

    1. Click Add Item.

      The Add Item window opens

    2. Enter a Name and a Description.

    3. Select the Portfolio/Capital Programs you want the code to be available for.

    4. Click Add.

  4. Click Close.

    The window closes.

ClosedEdit a Value in a Firm Drop-Down Field

To edit a value in a firm drop-down field:

  1. Find the drop-down field you want to edit.

    You can use the Table Search to search for a field using key words such as "Group" or "Type".

  2. Click Edit in the Actions column of the record.

    A window opens.

  3. Click Edit in the Actions column of the record.

    A window opens.

  4. Make your changes.

  5. Click Update.

    The window closes. Your changes are saved.

  6. Click Close.

    The window closes.

ClosedDelete a Value from a Firm Drop-Down Field

To delete an expense type, you must ensure that the expense type is not associated with any of the following records: Accrual Transactions, Alternate Rent, Expense Accruals, Expense Setup, Expense Recovery, Facility Expense, Payment Transactions, Percentage Rent, Scheduled Offsets, and Use Based Rent.

To delete a value from a firm drop-down field:

  1. Find the drop-down field you want to edit.

    You can use the Table Search to search for a field using key words such as "Group" or "Type".

  2. Click Edit in the Actions column of the record.

    A window opens.

  3. Click Delete in the Actions column of the record.

    A dialog opens, asking you to confirm your choice.

  4. Click Yes.

    The dialog box closes. The value no longer appears in the window.

  5. Click Close.

    The window closes.

ClosedActivate / Deactivate Drop-Down Field Option

To activate or deactivate a drop-down field option:

  1. Find the drop-down field whose option you want to deactivate.

  2. Click Edit in the Actions column of the record.

    A window opens.

  3. Find the option you want to deactivate.

  4. Click Edit in the Actions column of the record.

    An Edit Item window opens.

  5. Do one of the following:

    • Select the Inactive check box to deactivate the option.

    • Clear the Inactive check box to reactivate the option.

  6. Click Update.

    Your changes are saved.

    Important!

    If a field option is in use by a record and a user marks the option as inactive, the system does not notify the user that the option is in use.

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