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Hi Guys,
I currently have a lookup field which is called: Customers and it is currently set to look up records from Accounts & Contact, however the default views are currently set to: Accounts Lookup View & Contacts Lookup View.
I have specific views that are set to filter accounts & contacts as customers but I am not sure how to set these as default(s) for this lookup field?
Many Thanks in advance
Hello Rasi,
You can make your view as "default view" and "View selector" as Off. so that lookup will show only your view. and hide other views.
Thank you,
Amit katariya
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