Finding Records Using Look Up
When you use Look Up, Oracle CRM On Demand Connected Mobile Sales looks at specific fields within each record. The fields and specifications depend on the record type. Some look ups are sorted if there are multiple records that meet the search criteria. The following shows the look up specifications for each record type.
| Record Type | Search Specification | Sort Field | Sort Order |
|---|---|---|---|
Account |
Account Name STARTSWITH criteria |
Account Name |
Ascending |
Campaign |
Campaign Name STARTSWITH criteria OR Source Code STARTSWITH criteria |
Campaign Name |
Ascending |
Contact |
First Name STARTSWITH criteria OR Last Name STARTSWITH criteria |
Last Name |
Ascending |
Custom Object 1-15 |
Name STARTSWITH criteria OR Quick Search 1 STARTSWITH criteria OR Quick Search 2 STARTSWITH criteria |
Name |
Ascending |
Lead |
First Name STARTSWITH criteria OR Last Name STARTSWITH criteria |
Last Name |
Ascending |
Note |
Subject STARTSWITH criteria |
Modified Date |
Descending |
Opportunity |
Opportunity Name STARTSWITH criteria |
Opportunity Name |
Ascending |
Product |
Product Name STARTSWITH criteria OR Product Category STARTSWITH criteria |
Product Name |
Ascending |
Service Request |
Service Number STARTSWITH criteria OR Subject STARTSWITH criteria OR Account Name STARTSWITH criteria OR Contact First Name STARTSWITH criteria OR Contact Last Name STARTSWITH criteria |
Opened Time |
Descending |
Task |
Activity SR Id EQUALS Task AND Subject STARTSWITH criteria OR Location STARTSWITH criteria |
Due Date |
Ascending |
User/Owner |
First Name STARTSWITH criteria OR Last Name STARTSWITH criteria |
Last Name |
Ascending |