Configuring Lookup Window Defaults

Almost every window in Acctivate has a lookup feature to allow users to select specific records. Lookup windows can be configured to display results organized by a default category that is set in the Configuration Manager. This feature allows you to view information by a preferred default when opening the lookup window, without having to change the search parameters each time.

There are six different configurable lookup windows in Acctivate:
Each of the configuration options screens listed above have a Lookup Defaults section with a “Find Where:” field. For example, for the Customer Lookup window you can select the default to one of the available options.
lookup default
The default means that upon opening a lookup window, the first data grid column will be that of the selected default and the results in the data grid will be sorted according to that selection. Based on the settings in the screenshot above, select Customer Name as the Find Where default for the Customer Lookup window, all the customer names will be arranged in alphabetical order in the data grid.
lookup default 2
Note that this default configuration never prevents you from changing that parameter inside the lookup window. The lookup window default only affects which filter is displayed the first time the window is opened.

Posted in Configuration - Last modified on May 18, 2016Eva Rhees
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