Follow

Quick Tips for using Look up Fields

Many records in CRM have look up fields that connect the record to other entity records. There are a few ways to get information into these look up fields and depending on how frequently you search for certain information, you may find some strategies faster than others.

Select the look up icon

Select the look up icon

10 possible records will be displayed. Click the right record or scroll down to Look Up More Records

10 possible records will be displayed. Click the right record or scroll down to Look Up More Records

Look Up More Records opens a search window where you can look for any record and click Add to set the value in your look up field.

Look Up More Records opens a search window where you can look for any record and click Add to set the value in your look up field.

Type and Tab

Type and Tab

If you know the exact value of the look up field you can type the information and click Tab. The system will make the link or will show an error if you got it wrong and the system was unable to properly complete the look up.

Type and Enter

Type and Enter

If you have a good idea of the value you need you can begin to type the information and click Enter. This will give you a list similar to the one in the first option but narrowed to include what you've already typed. If the value cannot be found you can open the Look up More Records to continue your search.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk