Lookup Quick find view does not return some Accounts when used in the mobile app

(0) Share

Report

Posted on by Xavier Villafuerte

352

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

*This post is locked for comments

I have the same question (0)

All responses (1)

Answers (0)

StefanS365 3,575 Most Valuable Professional on at

Like (0)

Report
Copy link

Link copied!

Hi Xavier,

Are you sure that you're working online instead of offline in the mobile app?

Reference:

docs.microsoft.com/.../work-offline

Was this reply helpful? Yes No