---
sourceDocument: Xanadu Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/customer-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Playbook lookup component

# Playbook lookup component {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

The playbook lookup component enables agents to look up contact and consumer records.
Using the lookup component, agents can do the following:

* Look up a contact or consumer by name, phone number, or email address. As the agent types characters in the search box, matching information appears in record cards below the search box.
* Select a contact or consumer after searching by selecting the link icon on the desired record card. The selected record card replaces the lookup component.
{#csm-playbook-lookup-component__ul_s1m_kg4_s1c}  
Agents can perform the following actions from a record card:

* Remove a linked contact or consumer from a case record by selecting the more actions icon and then selecting Unlink.
* Edit and save a linked contact record by selecting the pencil icon, editing the information for the contact, and selecting Save.
* Select a reference field on a lookup card to open the referenced record in a sub-tab.
* Select an email address on a lookup card to open to open the email composer in a sub-tab.
* Select a phone number on a lookup card to make a phone call.

{#csm-playbook-lookup-component__ul_efr_lf4_s1c}  
Note:  
An account lookup component is also available. To display this component, turn off the Hide component setting for this component in [UI Builder](https://www.servicenow.com/docs/access?context=ui-builder-overview&version=xanadu&pubname=xanadu-application-development&ft:locale=en-US). This setting is located in the Component visibility section of the Configure tab.