Difference between revisions of "Lookup Window"
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In [[Accounts]], [[Contacts]], [[Prospects]], and all {{type|}}s, it is possible to enable a ''Quick Add'' button in a Lookup Window. | 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 | :''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]] | :[[File:quickaddlookup.gif|none|thumb|Click the ''Add Contact'' (Quick Add) button to open a popup window based on the selected form layout]] | ||
Revision as of 00:31, 13 July 2011
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.
- From a Lookup field, click the Lookup
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: Edit a Form
