Using Lookup

The Lookup function allows you to choose criteria from a pick list and to specify text. You need at least one search parameter for the query to display results. You can narrow the search by including more conditions. You can also save a lookup as a group.

To perform a lookup:

  1. Do one of the following:
    • Open the Detail or List view for the type of record you want to look up and select (Lookup) tab.

      (For example, Contact)

    • In the Navbar, right-click the type of record you want to look up and click Lookup.... For example Lookup Accounts.
  2. In the Lookup by field, select a search condition from the drop-down list.
    Note: The Lookup by options depend on the columns included in the layout of the lookup, which are determined by the group you selected as the Default Lookup Layout in the Group options. To include another search item in the list, you must either update the Default Lookup Layout group to include the column you wish to search by, or change the Default Lookup Layout to a group that includes that column in the layout.
  3. Select a search condition operator from the list. For example, Contains or Starting with.
  4. In the next field, specify the search criteria according to the search condition you selected.
    For example, if you are looking for the account named Abbott Ltd, you must specify ab in this field.
  5. To add another search criteria, click (Add Condition) and repeat steps 2-4 for each search criteria you add.
  6. When you have specified all of the search requirements, click Search.
    The records matching the criteria display in the Lookup Results tab

    All searches are run on the records you can access. Depending on the options chosen by the administrator, you can find records based on the group to which the record belongs.