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Saved Account/Customer details not shown in Outlook CRM panel

  • 13 April 2023
  • 4 replies
  • 132 views
ashenfdo
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Userlevel 2
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Eevn though there are connected business opportunity and business acitivites for this saved account/customer, Data is not shown show saved customers in CRM panel

 

 

When customer name is clicked in outlook it tries to show but then again dissapear.

 

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Best answer by FNSMITHUN 17 April 2023, 18:12

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4 replies

A
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Userlevel 6
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Hi,

Can the user trying to use the CRM panel, can access the information using IFS cloud? 

(My guess is it could it be CRM access)

Thanks

Asanka Garusinghe - https://www.linkedin.com/in/asanka-garusinghe-61634a64/
F
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Userlevel 6
Badge +17

Hi @ashenfdo ,

Could you please check the a contract is created for the mail id and connected to the leads & business activities?

Regards,

Mithun K V

ashenfdo
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Userlevel 2
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@AsankaGaru  Hi Asanka, The user has access in IFS cloud to see the account,business op and business activity. Any specific windows should I check?

ashenfdo
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Userlevel 2
Badge +7

@EqeMithuV @AsankaGaru  I think the issue was contact was not linked correctly. I added the account address and contacts then It started showing thank you for the support.

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