Lookup Fields and Custom Modules

Lookup Fields and Custom Modules

In order to relate any module to a Portal user, you must have a lookup field for the Account and/or Contact. 

When planning out your client portal, it is important to identify what you would like to expose to your clients make sure it has the appropriate lookup field in your CRM module. 

To create a lookup field go to Settings>Modules and Customizations> and choose the module you want to work with. 

Learn more about Lookup Relationships 

You will find the lookup option on the right hand side.  Drag that over the left and fill out the options (see screenshot).  

Example: 
Field Label:  Account
Lookup Module: Accounts
Related List Title: Related {Current Module Name}

You can name the field and related list whatever fits your use case. It is important to remember the Related List title should represent whatever module you are working with. 


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