Lookups

Lookups are great for linking records in a one-to-one relationship, but sometimes multiple records share similar names making it difficult to select the correct record. Double-clicking on the magnifying glass icon brings up the list customization dialogue.

The Title Field option corresponds to the bolded text in the first line of a search results record. Generally, this is set to the name of the record (Accruent Dallas – 440), but users can set this to any field available on the item (i.e. matter).

The SubTitle Field drop-down allows for the selection of additional fields from the item to display in the second + line(s) of the record. Clicking the green plus sign will add the selected field to the settings. The fields may be rearranged by dragging. Refer to the Preview section to see how the data will be displayed on the record. Once again, any field on the top-level item is available for selection.

Lists may be sorted by any field available on the top-level item ascending or descending. This may only be done for a single field.

Finally, the Defaults section allows the user to load and save defaults for faster customization. Saved Lists can have their own settings (separate from search results) when the Custom box is selected. Selecting My Default will load the default settings for the current item (i.e. matter search results show default setting  and Clients have a fifferen default setting). Selecting System Default will load the System Default settings, which may be set by Administrators. Upon creation, users inherit the system defaults, so this is a great way to configure lists as administrator and have users immediately configured.

Finally, users can save the settings for the current list as either My Default or System Default (Administrator only). Checking either of these boxes will overwrite the current default settings with those defined in the current dialogue. This default only applies to the query’s item (i.e. these defaults only apply to matters).