Something is amiss

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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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