Code Table Descriptions

Use Code Tables to set up standard values for fields in the Info Center. When you specify values for your code tables, those values then become available in drop-down lists in the associated Info Center fields. Many of these values can also be used to search for specific types or groups of records when you use lookups.

Before you enter code table values, review the code table descriptions. Each description includes a brief explanation of the code table and information about possible values. When you set up your code tables, some tables require that you enter both a code and a description. Other tables require that you enter only a description. Use codes to enter short alphanumeric identifiers. Use descriptions to enter more detailed information. In most cases, users see only the code table descriptions.

If you use multiple languages with Vision, the standard code tables display in the selected language. If you insert your own codes, you must translate the code and manually enter it in the Code Table Maintenance form. If you do not translate the custom code, Vision displays Text Not Translated as the description for this code.

Field	Description
Account Group Table	Use this table to enter a list of valid account group table codes.
Account ID Type	Use this table to enter a selection, such as Account Number, ACH, or CHIPS UID, for the Account ID Type in the Vendor Info Center. The contents of this drop-down list display in the Account ID Type field on the Accounting tab of the Vendor Info Center.
Activity Subject	Use this table to enter short, descriptive statements that employees can use when they schedule activities in `Vision`. The activity subject should indicate the purpose of the activity, such as Initial Consultation, Planning Meeting, or Follow-up Visit. The contents of this table display in the drop-down list in the Subject field on the Detail tab of the Activities dialog box.
Activity Type	Use this table to define values that employees can use to classify activity types when they schedule activities in `Vision`. Use the activity type to indicate the nature of the activity, such as meeting or teleconference. From the Display field, select one of the following settings from the drop-down list: Calendar, Task, or Activity Manager Only. The contents of this table display in the drop-down list in the Type field on the Detail tab of the Activities dialog box.
Bank ID Type	Use this table to enter a selection for the Bank ID Type in the Vendor Info Center. The contents of this drop-down list display in the Bank ID Type field on the Accounting tab of the Vendor Info Center.
Billing Rate Table	Use this table to enter a list of valid billing rate table codes.
`Client` Relationship	Use this table to define the relationships your company may have with new and existing `clients`. The contents of this table display in the drop-down list in the Relationship field on the General tab of the `Client` Info Center.
`Client` Role	Use this table to define the roles that your `clients` may have on new and existing opportunities and/or `projects`, such as `Client`, Developer, or Owner. The contents of this table display in the drop-down list in the Role field on the following tabs: Opportunities tab of the `Client` Info Center `Projects` tab of the `Client` Info Center `Clients`/Contacts tab of the Opportunity Info Center (`Clients` Grid) `Clients`/Contacts tab of the `Project` Info Center (`Clients` Grid) The sysOwner code automatically defaults to the Primary `Client` in the associated record. You may modify the Description of this code, but you cannot remove this code. There can only be one Primary `Client` assigned to a role. Contact your system administrator for information about adding values to this list.
`Client` to `Client` Relationship	Use this table to define the relationships that may exist between any of your new or existing `clients`. For example: Competitor, Parent, Subsidiary. The contents of this table display in the drop-down list in the Relationship field on the following: Associate a `Client` dialog box Associations tab of the `Client` Info Center (Associations Grid)
`Client` Type	Use this table to define values (such as market segments or industry types) that you can use to classify or group your `clients`. The contents of this table display in the drop-down list in the Type field on the General tab of the `Client` Info Center.
Contact Role	Use this table to define the roles that your contacts may have on new and existing opportunities and/or `projects` at your `firm`. The contents of this table display in the drop-down list in the Role field on the following forms: Opportunities tab of the Contact Info Center `Projects` tab of the Contact Info Center `Clients`/Contacts tab of the Opportunity Info Center (Contacts Grid) `Clients`/Contacts tab of the `Project` Info Center (Contacts Grid)
Contact Source	Use this table to define your contact sources, such as `Client` Reference or Management Association. The contents of this table display in the drop-down list in the Source field on the General tab of the Contact Info Center. This field is mapped to the Source field on the General tab of the Lead Info Center.
Contact Title	Use this table to enter the professional titles used by your contacts. The contents of this table display in the drop-down list in the Title field on the General tab of the Contact Info Center.
Contact to Contact Relationship	Use this table to define the relationships that exist between any of your contacts, such as Former Coworker, Fellow Board Member, or friend. The contents of this table display in the drop-down list in the Relationship field on the following: Associate a Contact dialog box Associations tab of the Contact Info Center (Associations Grid)
Contract Status	Use this table to define the status of the contract, such as Pending or Sent for Signature. The contents of this table display in the drop-down list in the Status field on the Contract Management tab of the Project Info Center.
Contract Type	Use this table to define the type of contract. The contents of this table display in the drop-down list in the Type field on the Contract Management tab of the `Project` Info Center.
Country	Use this table to enter the names of all countries for which you may have to enter a `client`, contact, employee, or `vendor` address; and/or an opportunity or `project` location. You also use this table to determine how Addresses are formatted on reports for a selected record (Format 1, Format 2, or Format 3). The contents of this table display in the drop-down list in the Country field on the following: General tab of the `Client` Info Center General tab of the Contact Info Center General tab of the `Vendor` Info Center Location tab of the Opportunity Info Center Location tab of the `Project` Info Center Personal tab of the Employee Info Center User Options dialog box
County	Use this table to enter the names of all counties for which you may have to enter a `project` location. The contents of this table display in the drop-down list in the County field on the Location tab of the `Project` Info Center.
Degree - Employee Education	Use this table to enter college degree information for use in Employee Info Center records. The contents of this table display in the drop-down list in the Degree field on the Experience tab of the Employee Info Center (Education Grid).
Description Category - `Projects`	Use this table to set up categories that you can attach to descriptions of your company's work on various `projects`. Categories can help you classify `project` descriptions so that you can more easily locate specific types of `project` information. The contents of this table display in a Lookup when you add a `project` description to the Descriptions grid on the Background tab of the `Project` Info Center.
Employee License	Use this table to enter professional license information for use in Employee Info Center records. The contents of this table display in the drop-down list in the License field on the Experience tab of the Employee Info Center (Licenses Grid).
Employee Relationship	Use this table to define the relationships between your employees and `clients` and/or contacts. The contents of this table display in the drop-down list in the Relationship field on the following: Associations tab of the Employee Info Center (`Clients` Grid and Contacts Grid) Associations tab of the `Client` Info Center (Employees Grid) Associations tab of the Contact Info Center (Employees Grid)
Employee Role	Use this table to define the roles that your employees may have on new and existing opportunities and/or `projects` at your `firm`. Use the Default field if you want to set a particular role as the default employee role when `projects` and employees or opportunities and employees are associated with each other. You can select only one default role. The contents of this table display in the drop-down list in the Role field on the following: Team tab of the Opportunity Info Center (Employees Grid) Team tab of the `Project` Info Center (Employees Grid) CRM Info tab of the Employee Info Center (Opportunities Grid) `Projects` tab of the Employee Info Center (`Projects` Grid)
Employee Skill/Discipline	Use this table to enter specific types of employee skills or areas of expertise (disciplines) for use in Employee Info Center records, as well as SF254, SF255, and SF330 records. For example, you could enter Administrative, Technician/Analyst, and Communications Engineer. Employee Skill/Discipline information is used along with information entered in the Employee Skill/Discipline Level code table. The contents of this table display in the drop-down list in the Skill field on the Experience tab of the Employee Info Center (Skills Grid).
Employee Skill/Discipline Level	Use this table to enter employee experience levels for use in Employee Info Center records. Employee Skill/Discipline Level information is used along with information entered in the Employee Skill/Discipline code table. The contents of this table display in the drop-down list in the Level field on the Experience tab of the Employee Info Center (Skills Grid).
Employee Title	Use this table to enter the professional titles used by your employees. Typically, these titles indicate your employees' roles/positions within your `firm`. For example, you can enter Administrative Assistant, Account Manager, and `Principal`. The contents of this table display in the drop-down list in the Title field on the General tab of the Employee Info Center.
Information Category - Contacts	Use this table to enter activity categories that you can use to manage various types of contact solicitations. The contents of this table display in the drop-down list in the Category field on the Activities tab of the Contact Info Center (Categories Grid).
Invoice Template Table	Use this table to enter a list of valid invoice template table codes.
Lead Rating	Use this table to specify rating values that reflect your leads' level of interest in doing business with your company. The contents of this table display in the drop-down list in the Rating field on the General tab of the Lead Info Center.
Lead Source	Use this table to enter all the sources your company may use to generate leads. Your sources may include specific conferences, trade shows, or the names of referring `clients`. The contents of this table display in the drop-down list in the Source field on the General tab of the Lead Info Center.
Lead Status	Use this table to define status options that you can use to classify a lead's current relationship with your company. The contents of this table display in the drop-down list in the Status field on the General tab of the Lead Info Center.
Lead Status Reason	Use this table to define reasons/explanations for the status of a lead's current relationship with your company, such as Converted to Contact. The contents of this table display in the drop-down list in the Status Reason field on the General tab of the Lead Info Center.
Lead Types	Use this table to enter the industry types or market segments to which you target your marketing efforts. This information can be used to group leads into distinct categories. The contents of this table display in the drop-down list in the Type field on the General tab of the Lead Info Center. When leads are converted into `clients`, the Type field in Lead Info Center is mapped to the Type field in the `Client` Info Center only if a Lead Type value exists in the `Client` Type code table.
Marketing Campaign Action	Use this table to enter the various activities your company might engage in during a typical marketing campaign, such as Campaign Kickoff, Develop Materials, or Follow-up Calls. The contents of this table display in the drop-down list in the First Action, Current Action, and Next Action fields on the General tab of the Marketing Campaign Info Center.
Marketing Campaign Audience	Use this table to enter the various audience types or market segments to whom your `firm` might direct a typical marketing campaign. The contents of this table display in the drop-down list in the Target Audience field on the General tab of the Marketing Campaign Info Center.
Marketing Campaign Objective	Use this table to enter the various goals that your `firm` tries to achieve through a typical marketing campaign, such as Lead Generation. The contents of this table display in the drop-down list in the Objective field on the General tab of the Marketing Campaign Info Center.
Marketing Campaign Status	Use this table to enter options that you can use to specify the current status/stage of your marketing campaigns such as Active, Completed, or Planning. The contents of this table display in the drop-down list in the Status field on the General tab of the Marketing Campaign Info Center.
Marketing Campaign Type	Use this table to enter the various types of marketing campaigns that your `firm` might undertake, such as Direct Mail, Newsletter, or Seminar. The contents of this table display in the drop-down list in the Type field on the General tab of the Marketing Campaign Info Center.
Opportunity Probability	Use this table to enter percentages that indicate the likelihood that an opportunity will become a `project`. For example: 60 means that the probability that the opportunity will become a `project` is 60%. The contents of this table display in the drop-down list in the Probability field on the General tab of the Opportunity Info Center.
Opportunity Source	Use this table to enter all the sources your `firm` may use to identify opportunities; for example: `Client` Contact, Marketing Campaign, Trade Show. The contents of this table display in the drop-down list in the Source field on the General tab of the Opportunity Info Center.
Opportunity Stage	Use this table to enter options that you can use to specify the current status/stage of your opportunities, such as Pending, Proposal, and Awarded. The contents of this table display in the drop-down list in the Stage field on the General tab of the Opportunity Info Center.
Opportunity Type	Use this table to define values (such as market segments or industry types) that you can use to classify or group your opportunities; for example: Educational, Municipal, Medical. The contents of this table display in the drop-down list in the Type field on the General tab of the Opportunity Info Center.
Phone Format	To ensure consistency in records and reports, the system administrator can establish a default format for phone number fields in each country. The Phone Format feature controls the default settings applied to new records created after the feature is enabled, and whether the <None> format displays in the list of available formats. When you click the ellipsis (...) on a phone number field, `Vision` displays the Phone Format Selection dialog box, listing the default country, description, and format for phone numbers. You can override this format by selecting a different format for the current record's phone number fields. You can also change the phone format any time, for any phone number field in`Vision`. Use this table to set up phone formats for each country. For example: United States Standard Format (###) ###-#### Germany 4 Digit Prefix +49 ####.###.### United Kingdom Cell Phone +44 7### ### ### In the Country field, select the country. This drop-down menu contains a list of all the values in the Country code table. In the Description field, enter a description of the format, such as Cell Phone or Standard Format. This field is required. In the Format field, enter the format for the phone. The # character indicates that a number is required in that position. You can also enter text, such as +1. For countries without standardized phone number formats, you can add multiple phone formats.
Prefix	Use this table to enter prefixes to be used with contact, lead, and employee names. The contents of this table display in the drop-down list in the Prefix field on the following: General tab of the Contact Info Center General tab of the Lead Info Center General tab of the Employee Info Center
`Project` Codes	Use this table to enter `project` codes that identify the different types of work, such as Electrical and Plumbing, that you expect to perform on any given opportunity and/or `project`. `Project` codes allow you to categorize the types of work you expect to do, and then enter estimated fees for each work segment. The contents of this table display in a Lookup dialog box when you add a `project` code to the `Project` Codes grid on the following: Background tab of the `Project` Info Center `Project` Codes tab of the Opportunity Info Center
`Project` Responsibility	Use this table to define the levels of responsibility your company may assume when working on a `project`, such as Prime, Joint Venture. Consultant. The contents of this table display in the drop-down list in the Responsibility field on the General tab of the `Project` Info Center.
`Project` Type	Use this table to define values (such as market segments or industry types) that you can use to classify or group your `projects`. The contents of this table display in the drop-down list in the Type field on the General tab of the `Project` Info Center.
`Proposal` Source	Use this table to enter all the sources your `firm` may use to identify `proposal` opportunities, such as `Client` Contact, Marketing Campaign, and Trade Show. The contents of this table display in the drop-down list in the Source field on the `Proposals` dialog box.
`Proposal` Status	Use this table to enter options that you can use to specify the current stage of your `proposals`, such as Pending, Short Listed, and Won. The contents of this table display in the drop-down list in the Status field on the `Proposals` dialog box.
`Proposal` Type	Use this table to enter the various types of `proposals` your `firm` may produce, such as Cost `Proposal` or Technical `Proposal`. The contents of this table display in the drop-down list in the Type field on the `Proposals` dialog box.
Resume Category	Use this table to define resume categories that you can use to classify employee resume data. Use resume categories to make it easier to find the employee information that is most relevant to the `proposals` that you are producing. For example, you can enter Experience - Medical or Background - Engineering. The contents of this table display on a Lookup when you add resume data to the Resumes grid on the Resumes tab of the Employee Info Center.
States/Provinces	Use this table to enter the names of all states or provinces for which you may have to enter a `client`, contact, employee, or `vendor` address; and/or an opportunity or `project` location. To manage States/Provinces, first select the appropriate Country from the Country drop-down. The contents of this table display in the drop-down list in the States/Provinces field on the following: General tab of the `Client` Info Center General tab of the Contact Info Center General tab of the `Vendor` Info Center Location tab of the Opportunity Info Center Location tab of the `Project` Info Center Personal tab of the Employee Info Center
Suffix	Use this table to enter suffixes to be used with contact, lead, and employee names. The contents of this table display in the drop-down list in the Suffix field on the following: General tab of the Contact Info Center General tab of the Lead Info Center General tab of the Employee Info Center
Unit Table Codes	Use this table to enter a list of valid unit table codes.
Unit Type Codes	Use this table to enter unit types that display in the drop-down list in the Unit Type field on the Units Info Center form and the Units dialog box in the Units Info Center. Select from three unit types: Equipment, Expenses, and Labor. You can delete any unit type from the Unit Type Codes table if you do not want to use it. However, after a unit type has been assigned to a Units table, you cannot delete it in Code Tables Configuration. Unit type does not affect processing. It is informational and helps you easily distinguish labor unit types from equipment or expense units for reporting purposes. The Unit Detail Report (Reporting > Units) displays units of each unit type with detail and totals over a selected time frame.
`Vendor` Primary Specialty	Use this table to enter the types of specialized work that your `vendors` perform, such as Security Systems Design. The contents of this table display in the drop-down list in the Specialty field on the General tab of the `Vendor` Info Center.
`Vendor` Role	Use this table to define the roles that your `vendors` may have on new and existing opportunities and/or `projects` at your `firm`, such as Architect, Interior Designer, and Electrical Engineer. The contents of this table display in the drop-down list in the Role field on the following: Team tab of the Opportunity Info Center (`Vendors` Grid) Team tab of the `Project` Info Center (`Vendors` Grid) Opportunities tab of the `Vendor` Info Center (Opportunities Grid) `Projects` tab of the `Vendor` Info Center (`Projects` Grid)