Help and Troubleshooting › Data
Accounts
| Symptom | Likely cause | Fix |
|---|
| The required account is not visible. | The current tab or search text is limiting the list. | Clear or revise Search, then select All to review the broad account list. |
| Important account details are not displayed. | The active layout does not include the required columns. | Select Columns Chooser and update the active layout with Update Current, or create a separate layout with Add Layout and Save. |
| A previously used layout is no longer active. | Another layout is selected, or the standard layout is in use. | Check Layout name, select the required layout from Select..., or use Standard Layout if the standard column arrangement is required. |
| The list does not show expected current results. | The list may need to be refreshed. | Select Update icon (icn-update) and review the results again. |
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| Symptom | Likely cause | Fix |
|---|
| The required contact is not visible in the list. | The list is not filtered to the relevant name, Account, or department, or the required information is not shown as a column. | Enter known text in Search and use Columns Chooser to display the columns needed for identification. |
| The list no longer displays the preferred columns. | A different layout is active, or the current layout was changed without being saved. | Select Standard Layout to restore the standard view, or use Layout icon (icn icn-layoout) to select or create the required layout. Save changes with Update Current or Save. |
| Layout changes should not be kept. | A layout was changed during review but is not needed. | Select Cancel before saving the change. |
| The displayed contact list appears outdated. | The list has not been refreshed. | Select Update icon (icn-update) and review the refreshed rows. |
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Projects
| Symptom | Likely cause | Fix |
|---|
| The required project is not visible. | The list is filtered by the selected tab or the search text is too specific. | Select All and clear or revise Search. |
| Important project information is not displayed in the list. | The current layout does not include the required columns. | Select Columns Chooser, add the needed columns, and select Update Current or save a new layout. |
| A saved layout is no longer available. | The layout may have been removed using Delete Current, or a different layout is selected. | Select Standard Layout or create a replacement using Add Layout, Layout name, and Save. |
| An archived or planned project cannot be changed from its tab. | The available screen controls do not provide a documented archive, restore, or planning transition. | Use the tabs to review the relevant records. Do not assume that selecting Archived or the planned tab changes the project record. |
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Reference List
| Symptom | Likely cause | Fix |
|---|
| The required record is not visible. | The wrong tab is active or the current search criteria do not match the record. | Switch between contacts and products, then revise or clear the value in Search. |
| The list does not show the information needed for review. | The active layout does not include the required columns. | Select Columns Chooser, adjust the displayed columns, and select Update Current if the change should be retained. |
| A layout change was not retained. | The layout was changed but not saved or updated. | Select Save for a new layout, or select Update Current for the active layout. |
| The wrong layout is active. | A different saved layout is currently selected. | Select Standard Layout or choose the appropriate layout before reviewing or exporting the list. |
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