Perform an online lookup to search for records on the SAP system.
You must have network connectivity to perform an online lookup.
You can create an online lookup for accounts, leads, activities, opportunities, and sales documents. Online lookup searches are automatically saved.
Note: The system can only return a maximum of 1MB of data, so broad searches may return only a subset of the data or return no data. To ensure you see the all results you want, limit the data set by indicating additional search parameters.
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On the Mobile Sales home screen, select Accounts, Activities, Leads, Opportunities, or Sales Documents.
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Open the online lookup screen.
- (Windows Mobile Professional) Select .
- (Windows Mobile Standard) Select .
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Select New Search to create a new online lookup, or double-click a saved search.
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If creating a new search, enter text with asterisks or select values from the drop-down lists for the appropriate fields.
Note: Categories are created in the SAP system. If you created the object in Mobile Sales, it does not have a category.
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Click OK.
You can view only those searches that received data from the SAP system. If you perform an online lookup without network connectivity, the online lookup returns in a pending state until you have network connectivity.