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mdinatale newbie help with lookup search
Hope someone can point me in the right direction, i've created a custom object with client data in it, The fields are account and full name. What i'am looking for is when you click the magnifying glass next to the text field nothing comes up you have to search for something, i want the names to come up for that specific account id. Is there a way when you click the magnifying glass the search is pre populated? Thanks in advance
Set the lookup filter criteria and the records matching the criteria will be shown
ive tried that maybe im not doing it right then. The 3 fields in the object are listID, Full Name and account, I want to show all the records with a specified account number, how should my fileter look. Ive bee working on this for 3 days now, it should return 2 records
No data comes back when i do a filter, i ve tried just puting the persons name and nothing comes back