Something is amiss

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This topic contains 1 reply, has 2 voices, and was last updated by  Mehedi Hasan 2 months, 3 weeks ago.

  • Author
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  • #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!

  • #41988

    Mehedi Hasan
    Moderator

    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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