QuickBooks® Inventory
Control and Business
Management Software

Configuring Lookup Window Defaults
Configure the lookup windows to speed up your searches

Lookup buttons exist on most windows in ACCTivate!. As any ACCTivate! user knows, these buttons open the lookup window for the window in which they are in. The lookup window helps you find specific data records such as customers, orders or products.

However, most ACCTivate! users may not know that the lookup windows can be configured to display results organized by a default category that is set in the Configuration Manager.

Set your preferred default information
This feature allows you to view information by your preferred default when you open the Lookup window, without having to change the search parameters.

There are six different configurable Lookup windows in ACCTivate!:

Each of the configuration options screens (listed above) have a
Lookup Defaults section with a Find Where field that allows you
to select a default from a drop-down menu. For example, for the Customer Lookup window you can select the default to one of the available options.

The default means that upon opening a lookup window, the first data grid column will be that of the selected default and the results in the data grid will be sorted according to that selection.

Please note that this default configuration never prevents you from changing that parameter inside the lookup window. Your change, however, will not permanently affect the default setting.

So, if you select Customer Name as the Find Where default for the Customer Lookup window, all the customer names will be arranged in alphabetical order in the data grid.

Or, if you frequently need to find a customer by a product they ordered you can select Product ID as the default
for the Customer Lookup window. This will organize the customer records according to Product IDs found on customer invoices.

The Product Lookup and Activity Lookup have additional Lookup window configuration options, in which you can also set defaults.

For the Product Lookup you can set defaults for the Product Type and Product Class fields found near the
bottom of the Product Lookup window. The Lookup window will only display product records that match both of the selected defaults.

The Type default for the Activity Lookup window works in a similar manner, but uses Business Activity Types. These default sorting options can be temporarily changed using the fields near the bottom of the Lookup window.

The configuration options available for Lookup windows show just how flexible ACCTivate! can be to meet your needs by giving you the information you need, when you need it.

Back to top