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In Opportunity related account object, Account is a lookup field. In Account, Rep/agent number is a custom field. Whenever I click account lookup, and enter Rep/agent number, and then click Apply filters, it is not showing any account name even though there are existing accounts with the Rep/agent number.

Why these filters are not working properly? For reference i am attaching screenshot.

enter image description here

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  • You have to select the Search All Fields radio option in the search dialog...
    – Adrian Larson ♦
    Jul 8, 2016 at 16:03

1 Answer 1

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Notice that under the search bar you can either search by Name or by All Fields. Make sure you select All Fields if you want to search by a custom field value.

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  • Hi Thank you for your answer.Yes i selected All fields but it didnt search properly.Any Ideas?
    – Swetha
    Jul 11, 2016 at 7:29
  • Can you post an updated screenshot of what you tried? @Swetha
    – Adrian Larson ♦
    Jul 13, 2016 at 13:13

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