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Hi, I have a CRM 2016 OnPremise with SP1 which have a custom entity to register visits to Accounts. The form that is used to collect the visit details have a lookup field pointing to Account with no filters. When I use the form in the web client, and type the account number in the lookup field, I can search for any Account with no problems. However, when I use the form from the mobile app some Accounts are not being found by the lookup field when their account number is used as a search criteria. Some of them can be found if the Account name is used instead of the account number but other simply are not found at all.
I would appreciate any advise on how to troubleshoot this issue. Can this be related to a timeout in the search from the mobile app? Any corruption in the quick find view? Is there any know way to rebuild the quick find view?
Xavier Villafuerte
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Hi Xavier,
Are you sure that you're working online instead of offline in the mobile app?
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