Contract Short Code Mix Up
Posted: Tue Aug 11, 2020 9:03 am
short codes in contracts are getting mixed when you have an existing contract open then open another contract for a different client at the same time.
1. I went to a contact CRM
2. In the contact CRM I went to one of their completed orders
3. In the order I selected "View Contracts"
4. The CRM short code information populated correctly
5. While that contract tab was open I pulled up a different contact CRM in a different tab.
6. Then I found an order for the second contact
7. I opened that order in a new tab
8. From that order I opened their contracts
HERE is the issue:
When I opened the second contact's contract. The contract displayed the first contacts CRM short code information.
1. I went to a contact CRM
2. In the contact CRM I went to one of their completed orders
3. In the order I selected "View Contracts"
4. The CRM short code information populated correctly
5. While that contract tab was open I pulled up a different contact CRM in a different tab.
6. Then I found an order for the second contact
7. I opened that order in a new tab
8. From that order I opened their contracts
HERE is the issue:
When I opened the second contact's contract. The contract displayed the first contacts CRM short code information.