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#1 2019-05-09 15:52:02

robrpl
Junior member
Registered: 2012-01-17

customer file not loading

We have 3 users using the app. the reps with restrictions, CB and CC cannot see any customers any more. we have tried forced download and amended some customers details, omitted a few and also added a customer  to the file but to no avail.
We have never had this problem before.

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#2 2019-05-10 10:36:22

admin
Administrator
Registered: 2008-02-09

Re: customer file not loading

It sounds like your column headings in your Customer Accounts CSV file have changed, which could cause your Field Mappings to become misaligned. If you have removed, re-sequenced or added columns to a file, you should check that your columns are mapped to the correct fields via the Field Mappings option for the corresponding file type within the File Management > File Mappings screen in your cloud account.

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