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Saved Account/Customer details not shown in Outlook CRM panel

  • Apr 13, 2023 1:32 PM UTC
  • 4 replies
  • 205 views
ashenfdo
Sidekick (Customer)
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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.

 

Best answer by EqeMithuV

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

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4 replies

Hero (Partner)
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  • AsankaGaru
  • Hero (Partner)
  • Apr 17, 2023 3:19 PM UTC

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/
    Superhero (Partner)
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    • EqeMithuV
    • Superhero (Partner)
    • Answer
    • Apr 17, 2023 4:12 PM UTC

    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
      Sidekick (Customer)
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      • ashenfdo
      • Author
      • Sidekick (Customer)
      • Apr 18, 2023 7:41 AM UTC

      @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
        Sidekick (Customer)
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        • ashenfdo
        • Author
        • Sidekick (Customer)
        • Apr 18, 2023 11:35 AM UTC

        @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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