Settings

Pick Lists

The options offered across Nurtra: sources, priority of access, attributes, lost and withdrawn reasons, and more.

Settings → Pick Lists
Fig. 58Settings → Pick Lists
ListUsed for
SourceHow a family found the centre. Drives the Source filter and marketing numbers.
Priority of accessEach option has a value; the lowest value is the highest priority. The Leads list sorts by it.
Lead Attribute/TagTags such as Defence Force, ATSI or Health Care Card, each with a value. A family's attribute value is the sum. Also asked on enquiry forms.
Lost reasonsRequired when a family moves to Lost Opportunity or a declined offer is closed.
Withdrawn reasonsWhy an enrolled family left.
Task typesEvery task picker. Starts with Call, Email and SMS; add your own.
Referral incentivesRewards offered in Refer-a-Friend.
Enquiry reasons, document categories, additional needsOptions on lead capture, documents and children.
  • Press Add option under any list.
  • Families keep the wording they were given if you rename or remove an option.
  • Change an attribute's value and every family's total updates.

Updated 2026-11-06 · nurtra.ai