Lookup Window

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 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 Custom Objects, it is possible to enable a Quick Add button in a Lookup Window.

Learn more: Forms

Click the Add Contact (Quick Add) button to open a popup window based on the selected form layout