Configure Referential Data

  1. To access the referential data, hover your cursor over Admin, then click Referential Data.
  2. Select a data type from the Select Type panel to the left to display its details.
  3. To add a referential data entry, click Add New, enter a display name, and select the entry's parent(s), if needed. Click Save & Continue.
  4. To manually sort the referential data entries, click the arrow buttons to move the entry up or down in the list. button located at the top of the Referential Data screen. This will sort the list of referential data entries alphabetically.
  5. To sort the entries alphabetically, click Sort.
  6. To delete an entry click the button beside the entry.