I have a lookup field on a Marketing form looking at Accounts (renamed to Organisations) - the lookup shows inactive and active records.
How can I prevent the lookup from showing the inactive accounts?
Thanks for sharing it! I also thought it was a bug at first.
Regards,
Clofly
This is confirmed as a product issue on the Marketing Form. The issue comes from the Marketing Form and CRM relevance search integration. When you type a key words in the ‘Organisation’ field on the Marketing Form.
Investigation underway and fix ETA unknown
Hi Amey,
Please open a support ticket for further assistance:
https://admin.dynamics.com/?referer=mbssupport
Regards,
Clofly
No unfortunately this was just one example - a lot of inactive accounts are showing in the lookup!
Hi Amey,
Would it be possible that there was a duplicate record of "Bank of Italy"?
Regards,
Clofly
Looks like I'm already a version ahead from the one you menitoned
v=1.64.1061.0
Hi Amey,
Right click on page -> View page source -> Take "form-loader" as keyword to search.
Regards,
Clofly
Thanks Clofy but the records have been deactivated for years - this is not a new record update!
How do I check my form-loader version?
Hi,
Try to refresh marketing page and clear your browser cache then check whether inactive records would be unavailable.
In addition, my form-loader is 1.63.1039.0, my inactive records will not be listed after I deactivated them.
Regards,
Clofly
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