FastTrack360 Version 12 Online Help

Lookup

Owned by Fiona Sims
Last updated: 24 August 2021
1 min read

A 'Lookup' action is available within search functions and records to find and apply an entity or a person. Lookup actions are available for the following items:

  • Agency User

  • Office

  • Parent Company

  • Client

  • Cost Centre

  • Client Contact

  • Candidate.

Where available the lookup icon is displayed next to the relevant field.

To use the lookup function:

1

Select the Lookup icon next to the field.
The lookup screen is displayed.

2

Enter the name or part name of the item in the Enter Search Content field and select Search.

A list of results is displayed.



3

Select the item from the list to apply to the field.

The selected name is inserted into the field.





 

Classification-Public