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Configuring Online Lookup

Online lookup allows you to search and view all records visible to you in the Oracle CRM On Demand Desktop database while you are connected to your network. Online lookup can be invoked from any SalesBook button, as long as the user is online. Visibility is also defined by the access settings defined for the role. For more information on roles and profiles, see Oracle CRM On Demand Online Help.

While using online lookup, you can also keep records in Microsoft Outlook using the pin mode for records feature. For more information on using this feature, see Configuring the Pin Mode for Records.