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#1 2012-03-28 13:28:00

robrpl
Junior member
Registered: 2012-01-17

Customer Details

i have transferred a customer from myself to another rep but the only details transferred was the account name without any address details, contact, phone numbers and all other fields.
I have tried it with another customer and the same results.
my ipad has no restrictions, while the other ipad user can see only his customers.

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#2 2012-03-28 17:04:12

admin
Administrator
Registered: 2008-02-09

Re: Customer Details

At present, after moving a customer account between reps you'll need to force a full download on the iPad for the rep the account now belongs to for it to pick up the address details.

This is something we'll address in an update.

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