Hi, does anyone know why in this route
Application Base Setup>Enterprise>Customer>Customer>CRM Info
under the representatives list some customers show an “add” button (first image) while some other customers don’t (second image)?
Also if i try to add using the only available button i see this error
Hi
As per the observations I made, it seems that you have not defined any information in the “CRM Info” section just above the “Representatives” section. Unavailability of the Main Representative could be the reason for not showing the + button under the “Representatives.”
Once information is defined in this section, you will observe the “+” button.
Best Regards,
Uvina Jayamaha.
Hi
After adding the CRM Info, I was able to use the “Add from Representative Group” function as well.
Kindly follow this and let us know you feedback. If this works for you, please be kind enough to mark this as the best answer.
Best Regards,
Uvina Jayamaha.
Hi
After adding the CRM Info, I was able to use the “Add from Representative Group” function as well.
Kindly follow this and let us know you feedback. If this works for you, please be kind enough to mark this as the best answer.
Best Regards,
Uvina Jayamaha.
Thank you so much, that was it!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.