• Status: Solved
  • Priority: Medium
  • Security: Public
  • Views: 644
  • Last Modified:

Add a look up field to CRM form

I think this is an easy one, as I have done it before but can not seem to remember how!
I have added a Division number field to the Account record in our CRM system. I would like to be able to search by account name AND/OR division number to find an account. How do I make the Account search, search by more than one field.
Thanks
0
KAOSS
Asked:
KAOSS
1 Solution
 
Feridun KadirPrincipal ConsultantCommented:
Yes this is relatively easy, in the customization area, open accounts, click on forms and views,  click on the quick find view and then add find columns and tick the new field.

Don't forget to publish.
0
 
KAOSSAuthor Commented:
Now I remember! Thank you!
Told you it was a simple one :-)
0
Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

Join & Write a Comment

Featured Post

Free Tool: SSL Checker

Scans your site and returns information about your SSL implementation and certificate. Helpful for debugging and validating your SSL configuration.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

Tackle projects and never again get stuck behind a technical roadblock.
Join Now