The most common reason owner and sales information is “missing” would be the Customer Format option. This is especially common with shared accounts as one user may have accidentally saved Customer Format as default.



While looking at search results or data sheets, the Customer Format option is located within each action button:



Customer Format can also be set before the search is executed. This is also where it can be saved as a default.

  1. Click the Format drop down

  2. Click to the Options tab

  3. Check/Uncheck Customer Format




Click to see our guide on saving your default format. This includes including/excluding Customer Format by default.
Default Format – Saving My Default Format

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