# Help & Troubleshooting — Add new _Help and Troubleshooting › Add new_ ## Contact | Symptom | Likely cause | Fix | |---|---|---| | The Contact details are not retained. | The record was not saved. | Enter or revise the details, then choose **Save** or **Save and Close**. | | You do not want to keep the changes you entered. | The record is still being edited. | Choose **Cancel** rather than saving the record. | | A supporting file is missing from the Contact. | The file was not added to **files[]**. | Choose **Attach** and add the relevant file. | | The contact’s job information is outdated. | The **Position** or **Department** no longer reflects the person’s current role. | Open the Contact, update the relevant fields, and choose **Save**. | [Open the full page](doc:contact) ## Accounts | Symptom | Likely cause | Fix | |---|---|---| | The Account details are no longer present after leaving the form. | The record was closed with **Cancel** instead of **Save** or **Save and Close**. | Reopen **Accounts**, enter the required information again, and select **Save** or **Save and Close**. | | A selected value is not applied to the Account. | The selection was not confirmed. | Use **Select...** or **Select**, choose the required items, verify them in **Selected items**, and select **Ok**. | | The Account remains open after saving. | **Save** was used instead of **Save and Close**. | Select **Save and Close** after confirming that all Account information is complete. | | An Account contains an incorrect address or contact value. | An incorrect value was entered in one of the available fields. | Revise the applicable field, such as **City **, **Street **, **Name **, or **Department**, then select **Save**. | [Open the full page](doc:accounts-guide) ## Call | Symptom | Likely cause | Fix | |---|---|---| | A selected value is not shown on the Call form. | The selection was not confirmed. | Select **Select...**, choose the required value again, and confirm with **OK**. | | A supporting document is missing from the record. | The file was not attached or is not listed in **files[]**. | Select **Attach**, add the file again, and verify that it appears in **files[]** before selecting **Save** or **Save and Close**. | | The Call form closes before you finish reviewing the record. | **Save and Close** was selected. | Open the Call record again if further changes are needed. For future entries, select **Save** when you need to remain on the form. | | Entered information is no longer available. | The form may have been closed without using a save action. | Re-enter the information and select **Save** or **Save and Close** before leaving the Call form. | [Open the full page](doc:call) ## Task | Symptom | Likely cause | Fix | |---|---|---| | You cannot proceed with login. | The user name or password may be incomplete or incorrect. | Review **Enter User Name** and **Enter Password **, then select **Login** again. | | You need to choose a value but cannot enter it directly. | The required value may need to be selected through the available selection control. | Use **Select...**, then use **Select** if the screen requires confirmation of the selected item. | | You saved the entry but remain on the Task screen. | **Save** preserves the entry without closing the screen. | Select **Save and Close** when you want to save the current entry and exit the Task screen. | | You are unsure whether a task is complete. | The available screen does not show task status or completion fields. | Do not infer completion from the available actions. Use only the documented save, close, ticket, attachment, and selection actions. | [Open the full page](doc:task) ## Payment | Symptom | Likely cause | Fix | |---|---|---| | The required supporting document is not shown in the payment record. | The file was not added through the attachment process or was not confirmed. | Select **Attach**, add the file in **files[]**, select **Ok**, and then select **Save** or **Save and Close**. | | You are still on the Payment screen after saving. | **Save** keeps the record open. | Select **Save and Close** when you have completed the record. | | You cannot identify the correct value in **Select...**. | The screen does not describe the available selection values. | Use **Select** and choose the value required by your internal payment process. | [Open the full page](doc:payment) ## Product | Symptom | Likely cause | Fix | |---|---|---| | The required product is not yet confirmed. | A value has not been selected in **Select...**. | Use **Select...**, choose the appropriate product, and select **Select** to confirm it. | | The product selection is lost after leaving the screen. | The record may have been cancelled or closed without saving. | Reopen **Product**, select the product again if necessary, and use **Save** or **Save and Close**. | | A supporting document is not associated with the product. | No file has been added to **files[]**. | Select **Attach**, add the required file, and save the record. | | The Products view does not show any records. | The displayed record count is zero. | Review the Products view and use the Product screen to select and save the required product record. | [Open the full page](doc:product-guide) ## Project | Symptom | Likely cause | Fix | |---|---|---| | The project does not appear after you leave the screen. | The record may not have been saved. | Reopen the Project screen, complete the required details, and select **Save** or **Save and Close**. | | The wrong items appear in **Selected items**. | An incorrect selection was confirmed. | Use **Select...** to review the selection again, choose the correct entries, and confirm with **Ok**. | | An attachment is missing from the project. | The file selection or attachment changes may not have been saved. | Select **Attach**, add the file using **files[]**, and select **Save changes**. | | RFQ information is not visible in the expected place. | The RFQ-related content is viewed from the project’s RFQ stage. | Open the **rfq** tab and review the RFQ-stage content for the project. | [Open the full page](doc:project-guide) ## Direct Order | Symptom | Likely cause | Fix | |---|---|---| | You cannot proceed with the required choice. | A required selection has not yet been made. | Use **Select...** and complete the available selection before saving. | | Supporting documentation is not associated with the Direct Order. | The file was not added through the attachment control or was not confirmed. | Select **Attach**, add the file using **files[]**, then select **Ok** where available. | | You left the Direct Order screen but need to continue reviewing it. | **Save and Close** was used instead of **Save**. | Return to the Direct Order workspace and use **Save** when you need to remain on the screen. | | The Direct Order does not appear to have moved to another business stage. | The available screen does not provide a status, approval, receipt, or confirmation control. | Save the record using **Save** or **Save and Close**. Use only the available actions shown on the Direct Order screen; do not assume an unlisted lifecycle transition. | [Open the full page](doc:direct-order) ## RFQ | Symptom | Likely cause | Fix | |---|---|---| | You cannot identify the RFQ record you need to update. | The current record has not been selected. | Use **Select...** and then **Select** to choose the appropriate available record. | | A supporting document is not visible on the RFQ. | The file has not been attached or confirmed. | Select **Attach**, complete the available attachment action, confirm with **Ok** if prompted, and check **files[]**. | | Changes are not retained after leaving the RFQ. | The record was not saved. | Select **Save** before continuing work, or select **Save and Close** when the update is complete. | | You cannot find an action to move the RFQ between tabs. | No transition action is available on the provided RFQ screen. | Review the information in the relevant **contact**, **direct order**, or **project** tab; do not assume that tab selection changes the RFQ stage. | [Open the full page](doc:rfq) ## Process | Symptom | Likely cause | Fix | |---|---|---| | You cannot proceed from the Inquiry prompt. | The required login details have not been entered or accepted. | Complete **Enter User Name** and **Enter Password**, then select **Login**. | | You selected the wrong item. | An incorrect record was chosen through the selection controls. | Use **Select...** or **Select** again to choose the intended item before saving. | | You need to continue working after saving. | **Save and Close** was selected instead of **Save**. | Reopen **Add new > Sales Jobs > Process**, access the required inquiry, and use **Save** while further work remains. | | You cannot find task-related quantity information. | You are not viewing the task stage. | Open the **Task** tab and review the task-stage records shown there. | [Open the full page](doc:process)