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Something is amiss

This topic has 1 reply, 2 voices, and was last updated 5 years, 5 months ago by Jay.

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- May 30, 2019 at 8:34 am #41625
  
  PaulDavis
  Participant
  
  The Customer area show’s (2) for customers, but does not list any. When I try to create an invoice it can’t find the user, but when I try to add it, it says the user already exists. Help!
- June 1, 2019 at 2:14 pm #41988
  
  Jay
  Participant
  
  Hello @paul
  
  What is your CRM role? Please note, CRM agents can see the contacts only they own. And Managers can see all.
  
  Note: Make sure you do not have both at a time. Be a manager or an agent either.
  
  Thanks
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