Hello @rodgerrmi
Please make sure you have provided the Accounts manager role to the user that you are trying with. Without the accounts manager role, the customer won’t be visible.
However, if the customer doesn’t show even after having you the accounts manager role, then please reach out support center.
Surely we’ll find a solution for you 🙂
Regards,
Thread Starter
Mwiinga
(@rodgerrmi)
It’s actually I the Admin who has lost these lists.
Take a look.
Hello @rodgerrmi
Does the admin have ‘Accounting Manager’ Role itself?
Thanks
Thread Starter
Mwiinga
(@rodgerrmi)
Yes please.
& this is what is surprising me as well.
Hello @rodgerrmi
Well, In that case, I’d request you to contact our support center. Surely we’ll find a solution for you 🙂
Regards,
Thread Starter
Mwiinga
(@rodgerrmi)
I have noted something concerning this issue.
As an Admin, if and when the “CRM Agent” roles is checked and active, the ‘Customers’ or ‘Vendors’ list vanishes.
further,
the auto populate will not work, and a customer or a vendor will not show up when trying to record a payment, or an expense.
but when the “CRM Agent” role is unchecked, the respective lists come back and everything being to work just fine.
I do not know if this is by design or something, but this is my observation so far.
Hello @rodgerrmi
This is the fact, as the contacts/customer and vendors are agent basis now, so, when you have the agent role and it doesn’t find the owned contacts, it doesn’t show them anymore.
Just keep the Manager role for the admins, they will see all over the contact/vendors or so on as the managers have access to all of them.
I hope it will clear now 🙂
Thanks
