Question:
After configuring the Configurable Lookup Filters and Layouts feature, columns displayed on the Account Lookup Dialog on CRM for iPad are not consistent with what is configured in CRM Online.
The Account Search layouts in CRM Online is configured as:
The columns displayed on CRM for iPad are not consistent:
Answer:
This is working as designed.
The Account Lookup Dialog on CRM for iPad shows the following four fixed columns. They are hard programmed into the Search Layout and are always used on CRM for iPad with any additional fields set.
- Formatted Name
- Location (Appears if the ENABLE_ACCOUNT_PARENT_DISPLAY_vod custom setting is TRUE OR the Business_Professional_vod record type is active)
- Account Identifier
- Address
Related Documentation:
CRM Help Documentation: Supporting Search Layouts