When in the lookup click on the button Custom in the lower left hand corner of the panel. Give the new lookup a name and check the Default box,follow the prompts.
I am running 4.1... But there is no YTD cust sales field to select... Do I have to create a new field? If I do, what fields would I use to calculate the YTD sales for customers?
Is there a way to program that field? Because when you do go into custom there is a button for "new field" which lets you create a field using functions and calculations....
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