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Former Member
Nov 29, 2016 at 03:47 PM

Where are Account Factsheet values stored and can they be populated using batch job



We want to be able to search on some fields in CRM WebUI which are already available in Account Factsheet. For example we might want to search the customers for whom an Invoice with more than a particular value was placed. I can see the information in CRM in the Factsheet for an individual customer in the Account Factsheet, however we want this information to be searchable.

So, is it possible to run a job which populates the Factsheet data. Also, once the data is retrieved does anyone know where the data is stored so that it can be included in Search.