Lookups in the Browser Application

Lookups are available in certain fields and give you the ability to search for and select records from either the database or values that were defined by your enterprise.

Lookup lists are available when the search filter displays in a field. Some lookups may search entries from your database while others are options that are defined by your system administrator. In either case, you can enter search criteria to narrow your search and eliminate the need to scan through large numbers of records.

Click the search filter in a field to display a list of records that meet the filtering criteria and which your security role is allowed to access. For some fields, this list may include visual cues that provide a quick indication of a record's status. For example, project, firm, or contact lookups display inactive record icons in a lighter, grayed-out font while active records display in a normal color. In addition, some types of lookups include a different icon to indicate another type of status or a status that must be changed before you can select the record.

For example, following are the different visual cues that may display in a Contact lookup:

Icon	Type	Usage
	Active	The contact is currently active.
	Inactive	The contact is dormant or not active.
	Lead	If your firm uses CRM Plus and enables the Lead Qualification Process in Settings, the Lead icon displays to indicate that the contact is a new lead for your firm. If you select a lead from a lookup, you are prompted to qualify the lead to make it a contact. Click Yes to open the Lead Qualification dialog box and qualify the contact before associating it to the project or opportunity record on the Associations tab.

Each application area may have its own set of indicators. Refer to a specific area for additional information.

For information on configuring lookups, see Lookups in the Desktop Application.