Search Lookups

A Lookup search locates all records of a single type (all projects, all employees, all contacts, and so on) across the database. You can search for records that share certain characteristics. For example, use a Lookup to search for all of your contacts who are located in New York, or all of your projects of the same type. You can also use a Lookup to find a single record, such as a particular employee's Employees hub record.

Lookup search narrows your search results and eliminates the need to scan through large numbers of records. Click Search on the Lookup drop-down list to open the lookup Search dialog box. You can select the More Search Options option to view and edit existing search criteria. Use Select Search to open a standard, custom or legacy search to locate a different set of records.

On the Lookups tab in Settings > General > Options, you establish settings that control how lookups work, such as the number of records displayed at one time in the results grid in a lookup dialog box, the maximum number of records that can be retrieved by a lookup at one time, and how search results display on your Dashboard.