Lookup Tables
Billing
Subscription ManagementLookup Tables (System Dictionary)
The System Dictionary stores tenant-configurable lookup values used across all modules. Each category contains entries with a code, label, sort order, and active status. Some categories have additional fields like color or physical classification.
Getting Here
Navigation: Settings → Communication → Lookup Tables
Overview
The page displays tabs for each dictionary category. Select a tab to view and manage the entries in that category. Each entry can be edited inline, reordered, or toggled active/inactive.
Dictionary Categories
Transaction Sources
Defines where a transaction originated (e.g., Offering Plate, Online, Mail, Kiosk). Used in session entry to classify how a donation was received.
Fund Categories
Groupings for funds used in reporting (e.g., Operating, Missions, Building, Benevolence). Funds are assigned to a category in the fund settings.
Membership Statuses
People lifecycle statuses (e.g., Member, Regular Attendee, Visitor, Inactive). This category supports a color field for badge display.
Payment Methods
Payment types available in session entry (e.g., Cash, Cheque, Credit Card, E-Transfer). This category supports an Is Physical toggle that classifies each method as physical or electronic for deposit calculations.
Onboarding Stages
Steps in the new member onboarding workflow (e.g., First Visit, Connect Card, Follow-Up, Membership Class, Baptism).
Household Relationships
Relationship types within a household (e.g., Spouse, Child, Parent, Sibling). Used when linking people to households in the Flock module.
Prayer Categories
Categories for prayer requests in the Care module (e.g., Health, Family, Financial, Spiritual, Other).
Entry Fields
| Field | Type | Description |
|---|---|---|
| Code* | Text (uppercase) | Unique identifier within the category. Cannot be changed after creation for system entries. |
| Label* | Text | Display name shown in dropdowns and forms throughout SanctuaryOS. |
| Color | Hex color | Badge color for visual distinction. Only available for Membership Statuses. |
| Is Physical | Toggle | Classifies payment as physical (cash, cheque) or electronic. Only available for Payment Methods. |
| Sort Order | Number | Controls display order in dropdowns. Lower numbers appear first. |
| Active | Toggle | Inactive entries are hidden from dropdowns but retained for historical records. |
| System | Badge (read-only) | System entries can be edited but not deleted. They are part of the default SanctuaryOS configuration. |
Actions
Add an Entry
- Select the desired category tab
- Click + Add Entry
- Enter a code (uppercase, unique within the category) and label
- Set additional fields if applicable (color, isPhysical)
- Save the entry
Edit an Entry
- Click on an entry row to start editing
- Modify the label, color, sort order, or isPhysical flag
- Press Enter or click away to save
Deactivate an Entry
- Toggle the active switch to deactivate
- The entry disappears from dropdowns but existing records using it are unaffected