(Advanced) Editing the fields that appear when doing a 'lookup'
When you search for a field using the magnifying glass icon in a lookup field -- certain fields from that record appear.
You can edit which fields appear to make lookups more useful.
Here is the lookup window that pops up when I search for the Opportunity Coordinator Field in the occurrence record
This is a lookup of a contact record
If I want more info to appear I need to edit the Search Layout for Lookup Dialogs for the Contact Record
Go to Setup / App Setup / Customize / Contacts / Search Layouts and click on the edit link for the "Lookup Dialogs"
Add the fields you wish to appear from the available fields section
So for example, if I wish to see profile name - I can add it to the selected fields.
Click Save
After adding profile name - when I do the lookup I see this!
This comes in very handy in seeing whether or not an Opportunity Coordinator is a Volunteer Leader for example.
0 Comments
Add your comment