You can define and save a default lookup view for your master records by selecting the Set as Default View option from the View menu or using the right-click menu in the lookup window. The default view you select will be the view displayed when you open the lookup window the next time.
You can set a default view for the following lookup windows.
- Items lookup window
- Accounts lookup window
- Employees lookup window
- Customers and Prospects lookup window
- Salespeople lookup window
- Vendors lookup window
The default view is saved on a per user, per company basis.
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