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Using the Look In Selector

The Look In selector allows you to narrow your searches to particular users or books.

The Look In selector is displayed in:

  • The Search section in the Action bar
  • The Lookup window
  • The Search In section in advanced searches
  • List pages
  • Reports Homepage and dashboard

The Look in selector is displayed only if:

  • Display Look In Selector is enabled in your company profile, and,
  • The Look in selector is supported for the relevant record type. The record types that support the Look in selector are:
    • Account
    • Activity
    • Campaign
    • Contact
    • Custom objects (1,2,3)
    • Dealer
    • Fund
    • Fund Request
    • Household
    • Lead
    • Med Ed
    • Opportunity
    • Portfolio
    • Sales Assessment
    • Service Request
    • Vehicle

The Look In selector allows you to restrict your search based on two criteria, by user and by book. The Look in selector therefore displays a hierarchy of users and a hierarchy of books, with All at the top of the hierarchy. You can expand and collapse each level in the hierarchy. Most employees will only see a hierarchy of users, as the book feature is not enabled by default.

For analytics, the book hierarchy is displayed only if Full Visibility is selected in the Historical Subject Areas setting in the company profile.

When you select a book, and sub-books for the book are displayed in the hierarchy, all of the sub-books are included in the search.

CAUTION: For optimal performance, include sub-books only when absolutely necessary.

Each user has a set of default books. If you select All, all of the books applicable to you and your subordinates (if any) are selected.

Within the User hierarchy you can choose users that have delegated their access to you or users in your organization.

After you select a book or user, and click OK, the name of the book or user is displayed in the Look in selector. The + symbol indicates that children in the hierarchy are also selected.

You can use the Include Sub-Items check box to control whether sub-books or subordinates are included in the respective hierarchy.


Published May 2008