Using Lookup

You can find a record by specifying a value in the search criteria to narrow the list. All lookups are run on the records you can access.

Note: The workspace can be different based on the access rights provided to you or if the installation has been customized.

By default, the lookup displays only the first 200 records. If there are more than 200 records, click Get More Rows to view the next 200 records.

  1. Click Lookup in a field on a detail or insert view
    Note: You can also click Associate on the related sections displayed on a details page
  2. Specify a value in the search field and press Enter. The search results are displayed.
    Note: 
    • You can select the Only include qualified accounts check box to exclude an account that has not been qualified. This check box is only displayed on the Account Lookup window.
    • Click Clear Search to clear the search criteria.
  3. Select the record that you require.
    Note: 
    • You can select one or more records in Lookup.
    • You must select the check boxes, highlighting a record does not select the record.
  4. Click Submit.