Difference between revisions of "Lookup Window"

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:

@@ Line 3: / Line 3: @@
 To open a Lookup Window:
 :* 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 Layout]]''
-:[[File:quickaddlookup.gif|none|thumb|Click the ''Add Contact'' (Quick Add) button to open a popup window based on the selected form layout]]