Bonjour, comment ça va! CRM Tip Of The Day is going international and today’s guest is Clément “Bienvenue chez Lagny-le-Sec” Marty
Clément continues our stream of tips about lookups and, being French, succinctly explains how to make them prettier and more useful at the same time.
If the principal attribute (the name of the record, most of the time) isn’t enough, it’s possible to display 2 more fields. I want to know what is his job title !
Follow me, it’s easy:
- Open the target entity (in my case contact) view which the type is Lookup View.
- Customize it adding the fields you want to display. Remember, only 2 fields can be displayed at once.
- Save and Close then Publish the customizations, and it’s done 🙂
Tipp Jarr’s Double Dip
What can I say? Voilà!