All,
I may have to upload a video of this, but I thought I would take a stab at explaining it first and seeing if our scenario “rings any bells” with regard to what is happening with our VPN users and Slideout Task/Activity updates in our Customers Module.
First, this is a custom use, so I understand that it’s going to be fraught with potential issues:
In our CRM, we have added the ability to add tasks (or activity updates) that are associated with each Customer (effectively a task list associated with a contact of a customer or customer contact). We have been doing this for over a year, but only recently have some of our users reported this particular issue (I can’t nail it down to a version upgrade).
This is implemented using a slideout on the customer or customer contact screen, where the user can add/update a task with information for history/note purposes. This process and slideout works 100% of the time when on Ethernet. For some VPN users (offsite), this slide-out appears and reverts to showing the original/base layer, and just shows the generic task screen.
We postulated that it might be a timing issue and tried introducing delays to ensure it had sufficient time to load, but we have not yet come up with a solution that consistently works, nor are we even sure that it is the issue.
So, first, does any of this sound familiar to anyone? I’m hesitant to ticket this because they will tell us it is custom and not baked-in functionality.
The error is generic when we get it (sometimes). I know that I still have to nail down some of the logging issues for us to better track this.
Throwing it out there to see if this sounds similar to any problem somebody else has come across already, and it’s a shot in the dark for a quick point of direction for us, if it sounds familiar… I just need a good block of an hour free to document this better… ha!
The picture shows what it’s supposed to look like. When it fails, using the VPN, it either shows the base layer of tasks with nothing related or the general business exception error. This does not happen when users are on-site. I’ll see if I can get an image of what that looks like as well.
TIA