Change displayed columns on Regarding field in Activities.

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Posted on by KC-31051030-0

Hi, I'm trying to change which fields are displayed while using Regarding lookup field on activities.

First column displayed is our custom field, second one is account name. I would like to swap this order, so the first column is account name.
Changing order in account quick find view doesn't seem to do anything, but it must be editable since it takes into account our custom field.
How to change which columns and in which order are displayed in Regarding field?

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Leah Ju Microsoft Employee on at

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Hi，

Is the current record in Regarding column an account table?

If you want to change display order of columns, you need to customize account lookup view.

Lookup The view that is displayed when you select a record to set for a lookup column.

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KC-31051030-0 13 on at

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@Leah hu Sadly that's not the case in this scenario.
This is how my lookup view looks like, yet it still displays company - business unit as the main column in lookup field.

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KC-31051030-0 13 on at

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If someone was ever looking for solution like I did before, I figured it out.

Columns on account entity on regarding field in activites are set from this view in my case:

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