05-20-2013 01:47 AM
Can anyone please tell me how to add to the Advanced Lookup criteria on the Opportunity side.
We need to be able to search on the Opportunity ID - O6UJ9A0000PZ
I have tried to search for anything relating to this and several people have mentioned altering the QBE files. If this is the way to go can someone direct me to these files?
06-07-2013 03:59 PM
Add Opportunity ID to the group and set it to Not Visible. It will be included in the search criteria but will not be displayed in the group list view. Then in user options, set the default lookup layout to the group you just edited.
06-10-2013 01:23 AM
Thanks for the information..
How do I add the field to the lookup results group. I'm using the web version.
Then I can try your suggestion.
06-10-2013 06:09 AM
To edit the group:
To set the group to default layout: