Smartstaff
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→Standardized Contact Lookup
We have standardized the list of contacts and organizations displayed across AJAX and binocular icon lookups to reduce confusion. Before the upgrade, the AJAX lookup for contacts used the global lookup list view located at '''Global Settings''' > '''Users''' > '''Lookup List Views'''. After the upgrade, you may navigate to the desired '''UTA''' > '''Configuration Settings''' > '''Level 1''' tab > '''Standard Fields''' > Edit “Contacts”. There you can change the lookup list view to be what is desired for both lookups within that UTA. If you are using a linked record list, the lookup list view is chosen from within the custom field.
[[File:2025-02-ticket-166361-1.png|thumb|none|800px|The search input for a contact or organization will now utilize the list view defined within the UTA standard field, and will be consistent with the functionality of the binocular icon. For a "Special - Linked Record List," both the search input and the binocular icon will adhere to the settings specified in the custom field configuration.]]
<!-- 166361 - Linked record list filtering improvement -->
