• Can’t view your contact’s financial transactions?

    Posted by Sadie @ 8:41 am April 1, 2010

    Hi there,

    It looks as though we’re having a temporary problem with viewing financial transactions in Customer Manager. If you are not your account’s admin user, you currently cannot view financial data in your contact’s activity list (see below). We appreciate your patience and understanding as we work to fix this problem as quickly as possible.

    Thank you,

    The Customer Manager Team

    Update: This issue has been resolved - to see the fix in Customer Manager, follow these 3 simple steps:

    1. Have your account administrator log in to Customer Manager
    2. Wait 10 minutes while the account updates
    3. Next time non-administrative users log in they will see Financial Transactions (estimates, invoices, payments) in customer contact records.

    If you need additional assistance, please contact Support for Customer Manager at 1-800-878-9569 (Monday to Friday, 8 am - 5 pm PST).

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