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by Nickel Contributor
on ‎11-08-2013 06:26 AM

While I am sure there is an Add-on for this what I have done for years is to use the Windows feature to customize the topmost Act toolbar to add the Lookup by Company name action. It is always available and the only deficiency is that you cannot make it default to the Contains argument.

by Bronze Elite Contributor
‎11-08-2013 07:07 AM - edited ‎11-08-2013 07:08 AM

Hi smarkgee,


You can make the Company Lookup default to Contains by doing the following:


Use the Define Fields to:


  1. Select "Manage drop-down lists".
  2. Select "Create drop-down list".
  3. Enter new drop-down list name "Companies".
  4. Uncheck "Allow users to edit..." and "Automatically add..."
  5. Do not add any drop-downs.
  6. Select "Finish".
  7. Select "Home".
  8. Edit "Company" field.
  9. Check "Use drop-down list".
  10. Select "Companies" drop-down.
  11. Next.
  12. Check ONLY "Allow Mulri-select".
  13. Finish and Close.

If you now right click in the Company field it will default to "Contains" !!!