AgileApps Support Wiki Pre Release

Lookup Window

From AgileApps Support Wiki
Revision as of 00:53, 29 April 2011 by imported>Aeric (→‎Quick Add Button)
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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.

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