Managing Lookup Tables

Lookup Tables allow you to customize certain dropdown fields in Eleo by adding and editing options that users can select from. Instead of being stuck with preset choices, you can update these lists to match the terms your organization uses. This helps keep your database organized and consistent.


  1. Click on the profile icon in the upper right-hand corner of your screen in your Eleo database, and then on Site Settings.

  1. Scroll down to Site Customizations then click Lookup Tables to expand this section.

  1. Click on 'Edit' next to the one that you want to add an option to (Ex. Contact Sources Types).

  1. Next, click on the pencil icon to edit any existing Lookup Table Values or on the 'Add Value' button to enter a new option that'll appear in the corresponding area of your database.
    1. Display Value: the code that'll be available in your Eleo account.
    2. Description: internal details for reference for the Display Value.
    3. Active: whether this Display Value is operable in your account (turned on) or inactive when toggled to off.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.