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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?
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
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 Amey,
Right click on page -> View page source -> Take "form-loader" as keyword to search.
Looks like I'm already a version ahead from the one you menitoned
v=1.64.1061.0
Would it be possible that there was a duplicate record of "Bank of Italy"?
No unfortunately this was just one example - a lot of inactive accounts are showing in the lookup!
Please open a support ticket for further assistance:
https://admin.dynamics.com/?referer=mbssupport
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
Thanks for sharing it! I also thought it was a bug at first.
Under review
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