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CRM Contacts Lookup - Adding a column

Posted on by 5

The default lookup for contacts is Full Name, Email, Company Name, Business Phone, Modified On, Department and Description. I would like to have Job Title appear as well. I created my own view, but when I go to search within that view I lose the custom view and it goes to default. 

How can I add Job Title to my default view?

Thanks!

Jack

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  • Suggested answer
    Johnny Gong Profile Picture
    Johnny Gong 6,482 on at
    RE: CRM Contacts Lookup - Adding a column

    Good day Jack,

    Sure. I provide me repro steps which could help you to add Job title in default look up view:

    1. Go to Contact > View > Lookup view

    Job-Title.PNG

    2. Add the required 'Job Title' in view and move it next to Contact Full Name. Then save and publish

    Job-Title.PNG

    3. Go to search contacts and you could normally see the Job Title column in the view list as follow:

    ContactsLookup.PNG

    Hope the above would help. 

    Regards

    Johnny

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