Select Related Record Menu Options

[bcirce]

When I go to choose a related record, I see the name of that record.

Under it I see several other columns that provide more information, some of which are redundant to the record name. Is there a way to customize this to select the fields underneath (I would love to show the related Notes field, as example)

[Alexey_Gusev]

Hi,
try to reorder fields in Grid View, moving those you interested to the left, near the primary field

[bcirce]

Thanks but see my attached screen shot, if I move the fields in Grid view, they will change what is seen in the pop-up? Please confirm, I am not sure that is the same thing, thanks again.

[Alexey_Gusev]

I'm not sure, but I think so. Sorry I cannot test it now, why don't you try to do it yourself?

[bcirce]

Yes I moved the notes field to column 2, but no effect on the selection menu in the related table

[Alexey_Gusev]

It seems like you are selecting linked records, and you limit selection to a view Approved Assets. So, you should move field in that view, not in Grid view (which defines order of fields when you don't enable 'Limit selection to a view')