Lookup

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.	Open
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.