Setting up CSI for refunds

Hi

We're new to using CSI's and trying to use them to record which customers wish their tickets refunded , which are donating their tickets and who would like a credit.  I've followed the guidelines and set up in systems tables for Category, Action, Origins, Contact Method, Actions and Task/Reminders.  All seems well, however, we're not able to select the specific season or perfomance in the CSI.  Are we missing a step?

Thanks

Jen