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Advanced lookup, saving and adding icon to tool bar?

Copper Contributor
Posts: 10
Country: United States

Advanced lookup, saving and adding icon to tool bar?

I have gone thru the advanced look up and saved the parameters.  However, I am not able to find it to add it to the toolbar. 

 

Also, I have gone thru the customize toolbar feature, but it doesn't save my parameters?  Any ideas greatly appreciated....

 

Thanks

 

 

Jef

Copper Contributor
Posts: 10
Country: United States

Re: Advanced lookup, saving and adding icon to tool bar?

I found my answer on the knowledge base, very helpful.  I will start there from now on. 

 

I am using the advanced querry feature and saving that.  It works well, except that the steps to get it done are around 12.  Im looking for a way to have this be a custom command or a (1) step process.

 

Thanks!!

 

Jef

 

Copper Contributor
Posts: 10
Country: United States

Re: Advanced lookup, saving and adding icon to tool bar?

Thru trial and error, I discovered that the bext way to look up a custom look up is to create a group with auto inclusion look ups.  Adding an advanced querry on the menu was still to cumbersome.

 

Jef