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Add a look up field to CRM form

Posted on 2010-11-24
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Last Modified: 2012-05-10
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
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Question by:KAOSS
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Accepted Solution

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Feridun Kadir earned 500 total points
ID: 34205901
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.
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Author Closing Comment

by:KAOSS
ID: 34206020
Now I remember! Thank you!
Told you it was a simple one :-)
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