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632-17041 - Data Upload Issue for Company Entity
Summary: Data upload issue for the company entity. Symptoms: When performing a data upload for the company entity the following message is displayed when the option to Preview Data Upload is selected: The following fields must be mapped to... Person Email Fax Number In the mappings list there is no option...
16 Apr 2014
636-17149 - How To: Show the person types on the person records before customisation
Summary: When viewing a person record, the person types selected are not on the screen. You need to customise the person before you can see what person types are selected. Resolution: There is a way of having a list of the types selected show up in a text field on the screen before it is customised....
3 Apr 2014
632-17235 - Mobile user would like the option to create a communication with a personcompany linked to it
Summary: When using CRM through mobile, the user would like the option to create a communication with a person / company linked to it. This is possible by doing the following: 1. Navigate to Administration -> Customisation -> Communication 2. Select “iPhone” from the “devices”...
29 Apr 2014
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