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Customer experience | Sales, Customer Insights,...
Suggested Answer

Lookup field shows in quick create form only 3 records, can I expand this, without going to advanced find.

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Posted on by 2

Can I change the size of the records that are found, now only 3 records are visible, I would like to see more..

Thank you in advance!

I have the same question (0)
  • Ram Prakash Duraisamy Profile Picture
    2,287 on at

    Hi,

    Can you please share me the screenshot.

    Please mark as Answer if it is helpful and provide Kudos

    Subscribe : www.youtube.com/.../UCnGNN3hdlKBOr6PXotskNLA

    Follow me on Twitter : @rampprakashd

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  • Suggested answer
    Community Member Profile Picture
    on at

    Hi BrutusG,

    By default,the lookup field show recent records, you need click all records to view more records:

    pastedimage1656560278024v1.png

    You can go settings > Customizations > Customize the system> entities > open one entity > Forms to open the quick create form.

    Then double-click the lookup field, check the option:

    pastedimage1656560395934v3.png

    save and publish.

  • BrutusG Profile Picture
    2 on at

    I did this but it still only shows 3. See below. Any ideas?

    pastedimage1656571932615v1.png

  • BrutusG Profile Picture
    2 on at

    Like this:

    pastedimage1656571976478v1.png

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi BrutusG,

    The size of the lookup view dialog is fixed, so you just can see these records if you don't drag button in the pane.

  • Suggested answer
    CRMJetty Profile Picture
    3,512 on at

    Hello BrutusG,

    In CRM 4.0 you were able to change the size of this window to enable more records to be displayed in the list.

    Has this functionality been removed in 2013.

    you can refer this thread,

    https://social.microsoft.com/Forums/en-US/5f4ffc3a-73da-4f16-8fc8-f90088be7bd9/ms-crm-2013-change-size-of-lookup-records-window-dialog?forum=crmdevelopment

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