Using the lookup function

Use this procedure whenever you need to look up an entry for a field, rather than enter it. This action can apply to looking up values in profiles such as company names or codes and some city/state names.

  1. In the text box, enter as much of the item text as you know. For example, if you are searching for a company, enter part or the entire company name.

  2. Click Lookup.
    The items that match the text you entered are listed.

  3. On the same line as the correct item, click Select.
    The item is added to the field.