User Lookup View - your own default view for look-ups
Foundation Lookup View - everyone's default view for look-ups
Default View - system default view
When you click on a look-up button on either the profile id or fund id field in FIMS, the system determines what view it is going to display. If there is a User Lookup View, that view will be displayed. If not, it checks to see if there is a Foundation Lookup View. If not, it will display the Default View. So a User Lookup View has priority over both the Foundation Lookup View and the Default View.
To create a default look-up,
- Click the look-up button associated with the type of look-up ( idcode or fundid).
- Click View settings Typically you would start with the existing Default View as a base so click Save As.
- Enter in either User Lookup View or Foundation Lookup View.
- Modify the view to your specifications.
- Save and generate.