Go down the list
- Is CRM on for your company?
- Does the user's role have the menu?
- Does the role have the permission?
- Do the CRM menus exist for your company at all?
Particular screens
| Missing | Why |
|---|---|
| Credit Desk, Collections | They were given automatically only to the roles that already had Customers when these two screens were added; any other role must be given them by hand |
| Receivables | It has no menu item: open Customers > Receivables |
| Leads, Campaigns | Not part of this release |
| CRM quotations | CRM has none: use Accounting's sales quotation |
| The CRM panel on a sales document | Needs CRM on and the permission to see CRM customers (CRM on the sales and customer screens) |
| The CRM tab on the customer in Accounting | Needs CRM on |
| The Over limit / on hold and Credit position tabs | Need the permission to see CRM customers, besides the Credit Desk |
Common questions
I cannot find Receivables in the menu.
It has no menu item: open Customers > Receivables.
Where are Leads and Campaigns?
They are not part of this release. There are no CRM quotations either: use Accounting's sales quotation.
A menu has a different name.
A menu label can be renamed for your company. Look for the menu by its place under CRM, or by the page title.