Feature Focus: Auto Suggest

Reading Time: 1 Minute CRM 101

Autosuggest is a helpful tool that helps a user find an existing record in a lookup field (a field that relates to another record).

What is Auto Suggest?

By typing the start of the name or subject in an input field, any matching records will appear as a list under the input field. The user can just click on the name or subject to select it.

 

How can I be sure the autosuggested record I’ve clicked is the correct record?

Once you’ve selected a record in a lookup field, it will be listed with a VIEW link next to it. Just click on it to view the selected record in a new tab.

 

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