(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

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

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.

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