New customer set up faulty

SOLVED

My colleague set up a new customer but they weren't showing as a customer unless you select 'include inactive'.  The customer was not set to inactive.

I created a new account for them on the manager user and the same thing happened again.  I then tried my personal user account as a test and that also failed.

What is going on?

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  • +1
    verified answer

    Hi Sarah,

    Thanks for using Community Hub.

    I would first check that no filters are applied to the Customer List, it may be that there's a previous search hiding the records. Make sure at the top of the list it says "all records" and not a number of records out of a total. To be sure, you can click in to Filter and choose Clear Form.

    If the problem persists, take a backup of your data then open File > Maintenance > Reindex and select the check box next to customer records, then click OK and Yes and agree to the option to Compress. Now check the list / record creation process again.

    if this helps, please click Verify Answer.

    Regards,

    Andy
    Sage UKI

Reply
  • +1
    verified answer

    Hi Sarah,

    Thanks for using Community Hub.

    I would first check that no filters are applied to the Customer List, it may be that there's a previous search hiding the records. Make sure at the top of the list it says "all records" and not a number of records out of a total. To be sure, you can click in to Filter and choose Clear Form.

    If the problem persists, take a backup of your data then open File > Maintenance > Reindex and select the check box next to customer records, then click OK and Yes and agree to the option to Compress. Now check the list / record creation process again.

    if this helps, please click Verify Answer.

    Regards,

    Andy
    Sage UKI

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