Perform an online lookup to search for records on the SAP system.
You must have network connectivity to perform an online lookup. Online lookup searches are automatically saved.
When you perform a search, the results may display records that, at first, appear to be unrelated to your search. The results returned from the SAP CRM backend system search are actually the records that match, plus additional records that are related to the matching records.
Note: Broad searches may return only a subset of the data or return no data. To ensure you see the all results you want, indicate additional search parameters to limit the data set.
- On the Mobile Sales home screen, select Accounts, Activities, Leads, Opportunities, or Sales Documents.
- Open the online lookup screen.
- (Windows Mobile Professional) Select .
- (Windows Mobile Standard) Select .
- Select New Search to create a new online lookup, or double-click a saved search.
- If creating a new search, enter text with asterisks as the wildcard, or select values from the 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.
- 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.