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Contract Short Code Mix Up

Posted: Tue Aug 11, 2020 9:03 am
by Dmagee3487
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.

Re: Contract Short Code Mix Up

Posted: Tue Aug 11, 2020 9:46 am
by Dave
Thanks for reporting this. This is a known limitation as the contract system is using the currently logged in customer to pull the contract info. It is not possible to be logged in as 2 different customers at the same time. Your web browser can only distinguish one logged in user.

You can avoid this by visiting the contract link on 2 different web browsers. It may also work by using the same web browser with one of them in "incognito" mode.