{"id":563,"date":"2014-12-03T11:30:06","date_gmt":"2014-12-03T16:30:06","guid":{"rendered":"http:\/\/www.terrcon.com\/dynamics-gp-support\/?p=563"},"modified":"2018-01-11T17:40:17","modified_gmt":"2018-01-11T22:40:17","slug":"changing-default-lookup-preferences","status":"publish","type":"post","link":"https:\/\/www.terrcon.com\/dynamics-gp-support\/2014\/12\/changing-default-lookup-preferences\/","title":{"rendered":"Changing your default Lookup preferences"},"content":{"rendered":"<p>Tired of always having to change your lookup preference in Dynamics GP? Now you can set default lookup views.<\/p>\n<p>You can define and save a default lookup view for your master records by selecting the Set as Default View option from the View menu or using the right-click menu in the lookup window. The default view you select will be the view displayed when you open the lookup window the next time.<\/p>\n<p>You can set a default view for the following lookup windows:<\/p>\n<ul>\n<li>Items lookup window<\/li>\n<li>Accounts lookup window<\/li>\n<li>Employees lookup window<\/li>\n<li>Customers and Prospects lookup window<\/li>\n<li>Salespeople lookup window<\/li>\n<li>Vendors lookup window<\/li>\n<\/ul>\n<p>The default view is saved on a per user, per company basis.<\/p>\n<ol>\n<li>Open the master record window, here we will use the customer card for our example<img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/www.terrcon.com\/tips\/images\/009-01.png\" alt=\"Change your default Lookup preferences\" width=\"501\" height=\"429\" border=\"0\" \/><\/li>\n<li>Click on the magnifying glass by the customer ID<img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/www.terrcon.com\/tips\/images\/009-02.png\" alt=\"change your lookup preference\" width=\"494\" height=\"303\" border=\"0\" \/><\/li>\n<li>Select the column header that you want your default view to be<\/li>\n<li>Click on the white down arrow highlighted by the red arrow above<\/li>\n<li>Select Set As Default View<\/li>\n<\/ol>\n<p>You can also select to Exclude Inactive Customers!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tired of always having to change your lookup preference in Dynamics GP? Now you can set default lookup views. You can define and save a default lookup view for your master records by selecting the Set as Default View option from the View menu or using the right-click menu in the lookup window. The default &#8230; <a title=\"Changing your default Lookup preferences\" class=\"read-more\" href=\"https:\/\/www.terrcon.com\/dynamics-gp-support\/2014\/12\/changing-default-lookup-preferences\/\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"generate_page_header":"","footnotes":""},"categories":[1,17],"tags":[18],"class_list":["post-563","post","type-post","status-publish","format-standard","hentry","category-dynamicsgphelp","category-dynamics-gp-tech-tips","tag-gp-tech-tips"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Changing your default Lookup preferences<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.terrcon.com\/dynamics-gp-support\/2014\/12\/changing-default-lookup-preferences\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Changing your default Lookup preferences\" \/>\n<meta property=\"og:description\" content=\"Tired of always having to change your lookup preference in Dynamics GP? Now you can set default lookup views. You can define and save a default lookup view for your master records by selecting the Set as Default View option from the View menu or using the right-click menu in the lookup window. The default ... 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