Advanced Search on Account and Contact Lookups in CRUD Dialogs

You can enable Advanced Search for Contact and Account lookup fields in CRUD dialogs.

So, for example, an Advanced Search option is displayed for the Account Name and Reports To fields when a user is creating a new Contact on a Relationship Map (as highlighted in the example below).

To enable this option, do the following:

1. In Setup, go to Custom Settings.

2. Click Manage beside Altify Core Settings.

3. Click Edit.

4. Select the check box for Enable CRUD Advanced Search [Temp7].

5. Click Save.