Help and Troubleshooting › Data
Projects
- The Projects page is not visible → You may not be in the Data area → Select Data, then select Projects.
- Planned Projects are not displayed → The all view may be selected → Select planned.
Configure Accounts
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Symptom: You cannot locate the Accounts workspace.
Likely cause: The Data navigation area has not been opened.
Fix: Select Data, and then select Accounts. -
Symptom: You need to begin adding an account record.
Likely cause: The new-record action has not been opened.
Fix: Select New in the Accounts workspace.
Configure Contacts
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The required contact is not displayed → The list may contain many contact records → Enter relevant identifying text in the Search box to narrow the list.
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You cannot begin a new contact record → The New action is unavailable or inaccessible → Verify that you have access to the Contacts workspace and the New action.
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You cannot update an existing contact → The edit action is unavailable or inaccessible → Verify that you have access to edit contact records in the Contacts workspace.
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