Epicor 'Personal' contacts

Kinetic ERP
1

Has anyone run into an issue with Customer contacts defaulting to ‘Personal’ contacts. I have a user that can’t see his Customer’s contacts. I had this issue once before where there was a filter that was not showing and clearing all filters fixed it. This is different. There are no filters and ‘Retrieve Contacts’ is checked. There is a search icon (magnifying glass) showing on his Contacts panel next to the filter icon (funnel) that I have not seen on anyone else. If we click on the search, it is defaulting to ‘Personal’. If we change it to ‘Basic’, his contacts show up.
I don’t know where the search icon came from. The user has no personalizations showing under ‘Personalization Purge’.

Thanks, Zane

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2

Are you running Classic UI or Kinetic? “Personalization Purge” is classic only.

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3

He is using Kinetic.

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4

Could it be a saved “Quick Search” as default?
DaveO

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5

Possible, but I don’t even know how to create a quick search on the Contact Panel. I can go to Customer Contact Search, but it doesn’t offer a ‘Personal’ option under the type drop-down.

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6

If you’re on 25.2.x then the personalizations are in App Studio. If not then there is a user creates dashboard or a datafix from Epicor.