System Types Reference: J to O

You use system types to categorize objects such as activities, audience members, and materials. System types can also determine the extended attributes in an object. In most cases, you must define the system types for an object before you can add records for that kind of object.

J

Type	Purpose	Examples
Journal Vouchers	This type categorizes journal vouchers, and determines the available extended attributes for a journal voucher.	Invoice Correction Ledger Reconciliation

L

Type	Purpose	Examples
Lead Status	This type identifies the disposition of a lead, and can also be used in an interaction in a lead process to determine how to process the lead. Note A lead status must be mapped to the Open or Closed lead status. The lead status indicates whether the lead can be reassigned. Any lead with a status mapped to the Open system status is considered to be current and will not be reassigned. On the Lead Status Type List page, you can click the Edit Sequence button to specify where a status should appear in the list of statuses. If your organization uses the Leads Portal, use the Portal Administration module to select the status types that should be available in the portal.	Hot Warm Cold

Type

Purpose

Examples

Lead Status

This type identifies the disposition of a lead, and can also be used in an interaction in a lead process to determine how to process the lead.

Note

A lead status must be mapped to the Open or Closed lead status. The lead status indicates whether the lead can be reassigned. Any lead with a status mapped to the Open system status is considered to be current and will not be reassigned.

On the Lead Status Type List page, you can click the Edit Sequence button to specify where a status should appear in the list of statuses.

If your organization uses the Leads Portal, use the Portal Administration module to select the status types that should be available in the portal.

Hot
Warm
Cold

M

Type	Purpose	Examples
Materials	This type categorizes the items your organization keeps in inventory for use in activities, and also determines the extended attributes tracked for a given material type.	Course Materials Raffle Prize
Miscellaneous Expenses (see AI Token)	This type specifies miscellaneous expenses not tracked in any other travel and entertainment modules. This type has been renamed to AI Token. Please see AI Tokens

Type

Purpose

Examples

Materials

This type categorizes the items your organization keeps in inventory for use in activities, and also determines the extended attributes tracked for a given material type.

Course Materials
Raffle Prize

Miscellaneous Expenses (see AI Token)

This type specifies miscellaneous expenses not tracked in any other travel and entertainment modules.

This type has been renamed to AI Token. Please see AI Tokens

O

Type	Purpose	Examples
Offerings	This type identifies products, sales, or promotions you provide during an activity or program. Users can select offerings for activities, programs, and proposals. Offerings are different from offers.	Word processing package Mid-size car rentals
Offers	This type categorizes the benefits your organization makes available to target audiences.	Product Service Discount