How to Create Lookup Fields

What are lookup fields?

Lookup fields allow you to "look up" the information you have on TIEIT about another contact, company, or deal so you can create relationships related to another contact, deal, or organization. Lookup fields can be added to CRM detail pages or forms.

Here are some great ways you can use lookup fields for your organizations:

1. Easily view and connect information about other contacts, like coaches or mentors, to another contact's page.
2. View information related to companies or agents (contacts) that have referred someone to your company
3. Connect information related to contractors, like consultants, working with a company

Nonprofits:

1. Connect information about cases a contact is related to
2. Establish family relationships for a contact such as a parent
3. Easily add information about organizations a contact is part of

Watch the video below to see how it works or click the links below.

How to Create a Lookup Fields

Creating a Standard Lookup Field (No Filters)

Creating a Lookup Field with a Filter

Where to View Lookup Fields in a Contact, Company, or Deal Detail Page

How to Add Data In a Lookup Field Section on a Detail Page

How to Hide Lookup Field Sections on Detail Pages

How to Readd a Hidden Lookup Field to a Detail Page

How to Add Lookup Fields to Forms

How to Create a Lookup Fields

TIEIT account owners and users who have access to the custom field feature will have access to create a lookup field. If you do not and need to create a lookup field, please speak to your TIEIT account administrator so they can provide you with access to custom fields.

Creating a Standard Lookup Field (No Filters)

1. Click your user icon on the top right. Click the settings tab.

2. Click the Company Settings tab on the left panel. Click the custom fields button.

3. Click the green +Custom field button on the top right of the page.

4. Under field type, select the lookup field option.

5. Under the related to section, select if the information you would like to appear on the lookup field is related to contacts, companies or deals you have on TIEIT.

6. Name Your Field.

7. For selection type, select if you would like only one selection to be made (dropdown) or have the option to select multiple options (multi-select dropdown).

8. Click the save button when done.

Creating a Lookup Field with a Filter

You can add filters to lookup fields so that only contacts in a particular group or deals and companies with certain labels only appear in the lookup field options.

1. Click your user icon on the top right. Click the settings tab.

2. Click the Company Settings tab on the left panel. Click the custom fields button.

3. Click the green +Custom field button on the top right of the page.

4. Under field type, select the lookup field option.

5. Under the related to section, select if the information you would like to appear on the lookup field is related to contacts, companies or deals you have on TIEIT.

6. Name your Field.

7. For selection type, select if you would like only one selection to be made (dropdown) or have the option to select multiple options (multi-select dropdown).

9. Click the add filter button.

10. Under options, select if you would like contacts that appear or do not appear in a group or label.

For contacts, you can select an existing group.

For deals and companies, you can select an existing label name.

11. Click the save button when done.

Where to View Lookup Fields in a Contact, Company or Deal Detail Page

You can view lookup fields on contact, company or deal details page.

1. When you are on a detail page, click the icon with the 3 circles on the top right.

2. Click the related button.

3. Once clicked, you will be able to see the section with all your lookup fields.

How to Add Data In a Lookup Field Section in a Detail Page

1. Click the + Add New button on the top of the detail page.

2. Search for a name, company, or deal. Please note the details in this section will vary depending on what the lookup field is related to. For example, it was created so contacts from TIEIT appear, you can only search for contacts and not deals and companies. You will need to create a new lookup field related to deals or companies.

3. Click save when done.

4. Add columns with particular data such as addresses, phone numbers, and more by clicking the gear icon.

5. Move columns to the right selection box if you would like this information to appear related to a lookup field. If you do not want columns to appear, select the columns from the right and move them to the left selection box. Click save when done.

How to Hide Lookup Field Sections on Detail Pages

If you would like to hide lookup fields on contact, company or deal details pages, please follow the steps below. Please note that when you hide a lookup field, it will apply to all deal detail pages and not for specific details pages. For example, if you hide a lookup field when you are on John Doe’s contact details page, this will apply to all contact details pages.

1. When you are in the lookup field section, click the gear icon on the lookup field you want to hide.

2. Click the pencil icon to hide the lookup field.

How to Readd a Hidden Lookup Field to a Detail Page

1. Click the gear icon on any existing lookup field in the lookup field section on a detail page.

2. Scroll to the lookup field section you would then reappear. Click the eye icon.

How to Add Lookup Fields to Forms

You can add lookup fields to forms so you can easily connect information related to companies, contacts, or deals to listing pages.

To be able to see lookup fields on forms, please follow the steps to add lookup fields with a filter. Please also make sure that when creating the custom lookup field that the form module option is selected so that the lookup field appears on forms.

1. When editing a form, click the custom fields tab on the left panel. You can search for the custom lookup field in the search bar at the top of the left panel.

2. Drag the field to the right panel so it appears on the form.