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Adrian-E Lookup Fields (forumla?)
Hi,
A dilemma:
When I type in John Doe (let's say I have 10 such people) as the contact for a new case I get the lookup for the matching contacts and accounts. My problem is that it displays the account name and I can only identify the account by a custom field in the account menu (account number for example)
For example:
John Doe Seafood Corp.
John Doe Bakery World
John Doe Sushiland
I have no idea which John Doe I really need. What I am looking for is an option to add another field to the lookup so I can see the unique identifier which have:
John Doe Seafood Corp. Acct: 654654
John Doe Bakery World Acct: 966587
John Doe Sushiland Acct: 577485
Then I can choose the John Doe I need by selecting the Acct number.
Does this exist?
Anyone got some creative suggestions?
:smileywink:
A dilemma:
When I type in John Doe (let's say I have 10 such people) as the contact for a new case I get the lookup for the matching contacts and accounts. My problem is that it displays the account name and I can only identify the account by a custom field in the account menu (account number for example)
For example:
John Doe Seafood Corp.
John Doe Bakery World
John Doe Sushiland
I have no idea which John Doe I really need. What I am looking for is an option to add another field to the lookup so I can see the unique identifier which have:
John Doe Seafood Corp. Acct: 654654
John Doe Bakery World Acct: 966587
John Doe Sushiland Acct: 577485
Then I can choose the John Doe I need by selecting the Acct number.
Does this exist?
Anyone got some creative suggestions?
:smileywink:
You should be able to add the Account Id to the layout.