Use Lookup search to find all records of a single type, across the database. For example, you might search all projects, all employees, or all contacts.
To find records in a search lookup:
-
On the Navigation pane, select a hub or application.
-
Click
on a lookup field.
For example, click
![](GUID-A2E09594-A1F8-44C1-91E5-9DA7696D3CF9-low.png)
on the
Supervisor lookup in the Employees hub.
-
Click
to display a list of records associated with the hub or application in which you are working, as well as options for selecting a specific record from the list, adding a new record, and creating a new records search.
-
If you cannot find a specific record in the lookup list, scroll to the bottom of the list, click
Search, and then use Lookup Search to locate records across the database.
Vantagepoint displays the New Search dialog box. In most cases, all new searches default to the
Status = Active criteria as the first condition. However, you have the option of either modifying the default search or selecting a different search. A list of all available records appears in the Search Results Grid.
-
On
Select Searches, click
to select an existing search from the list.
-
If you need to expand or limit the search results, click the
More Search Options link and then modify the search criteria or build a new search.
-
In the Search Results Grid, scroll through the records, select the record(s) you want to add to the lookup field, and then click the
Select Record button.
Depending on the lookup, you can select either one record or multiple records.
Vantagepoint closes the New Search dialog box and inserts the record in the lookup field.