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.

Note: Infor CRM SLX Customer Portal users cannot save a lookup as a group.

To perform a lookup:

  1. Open the Detail or List view for the type of record you want to look up and select the Lookup tab.
  2. In the Lookup by field, select a search condition from the drop-down list.
  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.
  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.