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Saved Account/Customer details not shown in Outlook CRM panel


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

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  • Hero
  • 193 replies
  • April 17, 2023

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


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  • Superhero (Partner)
  • 392 replies
  • Answer
  • April 17, 2023

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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  • Author
  • Sidekick (Customer)
  • 41 replies
  • April 18, 2023

@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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  • Author
  • Sidekick (Customer)
  • 41 replies
  • April 18, 2023

@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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