How to Customize Lookup Views in CRM?

Will see how to customize a Lookup View with an example.

Example:

Customer requirement is to have “Ticker Symbol” instead of Phone” in Customer Lookup for Account in Case Entity.

Customize Lookup - Example

As per the above screenshot, can see Account Name, Email and Phone.

Now, we have to replace Phone with Ticker Symbol.

Please follow the below steps to do so,

Step 1: Go to Account Entity Customization -> Views -> Account Lookup View.

We can see the Account Name, Email and Phone in Out of the box View. Add Ticker Symbol after Email.

Note: As per the Order of First three columns, Lookup View displays.

Customize Lookup - Example - Account Lookup View

Step 2: Save and Close the View. Publish the Account Entity Only.

Step 3: Open new Case Entity record and search for the required Account record in Customer Lookup to see the changes.

Customize Lookup - Example - Account Lookup View with Ticker Symbol

Note: If the Account record has no data for Ticker Symbol, it will be displayed as Empty.

Hope you learned a new thing today :):):)

 

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