Subject lookups are subjects associated with groups of folders. They allow you to separate cases by subject. For example, if your organization frequently receives cases regarding a certain housing development A, you can create a subject lookup titled “Housing Development A.” Now when a new case is received concerning Housing Development A, the subject “Housing Development A” appears in the subject lookup drop-down list for the user to select and associate with the case. The application administrator/user with Manage Subject Values is able to provide access to the Subject lookups.
Create a New Subject Lookup
Go to Settings > Application Management and select Subject Lookups. The Subject Lookup screen displays:
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Select New from the menu bar to open the New Subject Value screen.
Select the Application from the drop-down list.
Subject Lookup: Enter the subject lookup.
Description: Enter description for the subject value.
Active: Select whether to make the subject value field active or inactive. If you select Active, the subject value displays in the case screen.
Click Save to save the Subject Lookup.
Editing a Subject Lookup
Go to Settings > Application Management tab and select Subject Lookups. The Subject Lookup screen displays.
Select the subject Lookup and click Edit from the menu.
Edit the Subject Lookup name and Description fields.
Select the Active check box as desired to determine if the Subject Lookup is active or inactive.
Click Save to save the information.
Deleting a Subject Lookup
You can delete a subject value, provided it is not in use.
Go to Settings > Application Management tab and select Subject Lookups
Select the subject lookup and click Delete from the menu. The following screen displays:
You will be able to delete the subject value only if it had not been used. At the prompt, click OK.