Using Quick View

Quick View is a balloon showing an item's most important information. For example, in a service call form the Caller field points to a person item. With Quick View you find the most important information such as the caller's e-mail address in a balloon.

The following picture shows the Quick View balloon for the Caller field in the service call form.

To display Quick View information:

  1. Click the lookup item button of the field:
  2. Choose Quick View from the lookup menu. The Quick View balloon is displayed.
  3. Click anywhere to remove the Quick View balloon.

TIP: If you frequently access the Quick View balloon for particular fields, you may prefer to have the Quick View information permanently displayed in a show field such as the one illustrated in the following picture. Contact your system administrator about setting show fields.

Related topics

Use lookup item button


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