00 Day
00 Hour
00 Min
00 Sec

Something is amiss

Home Forums General Something is amiss

Viewing 1 reply thread
  • Author
    Posts
    • #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
      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

Viewing 1 reply thread
  • The forum ‘General’ is closed to new topics and replies.

Contact Us

Reach out to us for any inquiry

You must enter full name
You must enter email
You must enter message

We received your query

We will reply to you very soon :)