⚠️ IMPORTANT: This article refers to the Legacy version of SalesNexus. The Legacy SalesNexus will be sunset by the end of July 2026. It's time to migrate to the new SalesNexus. Here's how to start the process.
If you need help, consider our Migration Training and Full Service Migration packages.
Applies to: R4 Version
First you will need to create a Lookup. See How to Search using a Lookup
- Go to Tools > Select Columns
- Choose the fields from the "Available Fields" and move them to the right using the Arrows
- Click Save
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