A lookup field stores a reference to the linked record, not a copy of it. The field always shows the linked record’s current name — rename the project, document, or person and the lookup updates to match automatically.
Supported lookup types
When you create a lookup field, you choose what it points at. Each lookup field links to exactly one record of its chosen type:| Type | Links to | Shows |
|---|---|---|
| Lookup – User | a Statisfy user (a member of your team) | the user’s name |
| Lookup – Owner | an account owner | the owner’s name |
| Lookup – Document | a collaboration document | the document title, linked to the document |
| Lookup – Project | a project | the project title, linked to the project |
- For User and Owner lookups, you search for a person by name and select them.
- For Document and Project lookups, you search for the document or project by name and link it; the linked record then appears as a clickable link that opens it directly.
Looking for a Contact lookup? Linking to a contact (person record) isn’t available yet — use a User or Owner lookup for team members.
Where lookup fields appear
Once a lookup field has a value, the linked record shows up — as the record’s name, and as a clickable link for Document and Project lookups — everywhere the field is displayed:- On the account, contact, or opportunity detail page, when viewing or editing the field.
- In list views — the Accounts, People, and Opportunities tables, both when viewing and when editing them directly in the table.
- In bulk edit, when you set the field across multiple records at once.