Will see how to customize a Lookup View with an example.
Customer requirement is to have “Ticker Symbol” instead of “Phone” in Customer Lookup for Account in Case Entity.
As per the above screenshot, can see Account Name, Email and Phone.
Now, we have to replace Phone with Ticker Symbol.
Please follow the below steps to do so,
Step 1: Go to Account Entity Customization -> Views -> Account Lookup View.
We can see the Account Name, Email and Phone in Out of the box View. Add Ticker Symbol after Email.
Note: As per the Order of First three columns, Lookup View displays.
Step 2: Save and Close the View. Publish the Account Entity Only.
Step 3: Open new Case Entity record and search for the required Account record in Customer Lookup to see the changes.
Note: If the Account record has no data for Ticker Symbol, it will be displayed as Empty.
Hope you learned a new thing today :):):)