AgileApps Support Wiki

Difference between revisions of "Lookup Window"

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To open a Lookup Window:
To open a Lookup Window:
:* From a [[Lookup]] field, click the Lookup [[Image:lookupicon.gif|link=]]Icon.
:* From a [[Lookup]] field, click the Lookup [[Image:lookupicon.gif|link=]]Icon.
Use these advanced search capabilities available in the lookup window:
;Advanced Options:Filter the records in the lookup window
;Customize Layout:Select the fields that appear the lookup window
==Quick Add Button==
In [[Accounts]], [[Contacts]], [[Prospects]], and all {{type|}}s, it is possible to enable a ''Quick Add'' button in a Lookup Window.
:''Learn more: [[Edit a Form]]''
:[[File:quickaddlookup.gif|none|thumb|Click the ''Add Contact'' (Quick Add) button to open a popup window based on the selected form layout]]

Latest revision as of 21:51, 28 June 2013

The Lookup window presents a list of records related to the Lookup field.

To open a Lookup Window:

  • From a Lookup field, click the Lookup Lookupicon.gifIcon.
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