Thanks for the help Steven. I now remember I had added myself as an authorized user for a Workforce ID, but I had no Workforce ID for myself. When I added myself, then authorized myself as a user, I had no problem accessing the customers.
Thanks again,
Kerry
________________________________
From: Steven Gotschall <sgotschall@...>
To: vantage@yahoogroups.com
Sent: Thu, April 22, 2010 9:36:52 AM
Subject: Re: [Vantage] Customers - Now you see them, now you don't
Â
This will happen if you don't have a work force set up for the user (Authorized user) and/or the "View all Territories" is not checked for the work force user. This is suppose to be fixed in 8.03.409a
____________ _________ _________ __
From: Kerry Travis <kerrytravis@ rogers.com>
To: vantage@yahoogroups .com
Sent: Thu, April 22, 2010 9:17:38 AM
Subject: [Vantage] Customers - Now you see them, now you don't
Â
I don't think I did anything to make the customers "disappear" when searching in Customer Maintenance or Tracker, but when I click on the search button, Vantage returns no customers at all. Even if I enter a search parameter, I get nothing. If I know the customer number and enter it, I get all the information, no problem. This happened to one of our staff members several months ago. I couldn't figure it out, so I issued them a new User ID.
Has this happened to anyone else? If so, how did you fix it?
Thanks for any advice!
Kerry Travis, CGA
Controller
International Name Plate Supplies Limited
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
Thanks again,
Kerry
________________________________
From: Steven Gotschall <sgotschall@...>
To: vantage@yahoogroups.com
Sent: Thu, April 22, 2010 9:36:52 AM
Subject: Re: [Vantage] Customers - Now you see them, now you don't
Â
This will happen if you don't have a work force set up for the user (Authorized user) and/or the "View all Territories" is not checked for the work force user. This is suppose to be fixed in 8.03.409a
____________ _________ _________ __
From: Kerry Travis <kerrytravis@ rogers.com>
To: vantage@yahoogroups .com
Sent: Thu, April 22, 2010 9:17:38 AM
Subject: [Vantage] Customers - Now you see them, now you don't
Â
I don't think I did anything to make the customers "disappear" when searching in Customer Maintenance or Tracker, but when I click on the search button, Vantage returns no customers at all. Even if I enter a search parameter, I get nothing. If I know the customer number and enter it, I get all the information, no problem. This happened to one of our staff members several months ago. I couldn't figure it out, so I issued them a new User ID.
Has this happened to anyone else? If so, how did you fix it?
Thanks for any advice!
Kerry Travis, CGA
Controller
International Name Plate Supplies Limited
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]