Feature of the Day: Advanced Lookup Default Views

Thursday, January 28, 2010 by admin

Advanced Lookup Default Views

Lookups: Customer, Item, Employee, Vendor, Salesperson

Why this feature is cool!

This feature adds additional filters for Advanced Lookups and allows users to save different lookup views as defaults, which will enable quicker access to information and less time searching.

· Added view to filter inactive records

· User are able to filter on any SmartList Favorite

· Users are able to save different views as defaults, including SmartList Favorites

What does it look like?

(click the View drop-down box on lookup windows)