Hi,
In IFS documentation I can read that contact created on customer can be updated both from person and customer contact level. From customer contact it should be possible to do by RMB > Edit > Full name dialog box. Unfortunately under RMB > EDIT I do not have such option. Could that be that I am missing something in permision sets? If so - could You tell what?
Thank You,
Bernadeta
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Hi Bernadeta,
Can you kindly let me know which IFS version you are trying this?
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Isn’t the Edit box enabled for you?
Hi,
I am using IF Application 10, update 8.
Hi,
That is the issue - I can not see the box with contact info, person info, etc. Just the upper window with Person ID, name, etc.
Best regards,
Bernadeta
Hi,
See below screen shot:
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Hi Bernadeta,
Assuming this is working for IFSAPP user, try granting this.
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Also this particular presentation object should be granted.
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Hi,
Did granting the objects solved your issue?
Hi,
I have given that to our IT dep. and now am waiting for implementation. I will let You know once done :)
Hi,
I have just received information from our IT that they “checked and we already have all the mentioned grants. There is that sub-tab on the screenshot that we don’t have at all.”
They ask if that could that be a different version of IFS?
Best regards,
Bernadeta
Hi
The reason that the above-mentioned issue, lower section of the Customer Contract Tab Attached to the CRM Component (CRM – Customer Relation Management). if we want to use the lower section of the Customer Contract Tab we must install the CRM component/module.
Example from Our Environments
Kindly please check CRM is installed in your application. if it's installed you can Enable/Grant access to the presentation objects for relevant Users.
Hope this can help to resolve your issue.
Thanks & Regards
Shan
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