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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

Hi Bernadeta,

Can you kindly let me know which IFS version you are trying this? 

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:

 

Hi Bernadeta,

Assuming this is working for IFSAPP user, try granting this.

 

 

Also this particular presentation object should be granted.

 

@Bernadeta Woszczyna 

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 @Bernadeta Woszczyna 

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

The Customer Contract Tab attached to the CRM Component

 



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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