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AR Notes (Read 1324 times)
kristinfitz
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AR Notes
10/19/04 at 07:35:41
 
I need to add more notes to a customers account.  I have run out of space on the notes tab and went into history to add notes there and I get the following error:
 
No record in AM-L-I of the rep assigned to this account
You are not authorized to view this account(eventhough I have the rights).
 
I do not get this error with every customer, only some.
 
Any thoughts? Thanks.
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Karen Mason
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Re: AR Notes
Reply #1 - 10/19/04 at 08:09:51
 
We also get that error message when going into history.  Click "OK", then hit the history button again.  It will let you in.
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Karen Mason, Vice President
Bula Forge & Machine, Inc.
1-60# forgings, machining, & assembly
Cleveland, OH
Tel:216-252-7600 Fax:216-252-7601 www.bulaforge.com
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kristinfitz
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Re: AR Notes
Reply #2 - 10/22/04 at 11:31:32
 
That didn't work. Any other suggestions??
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Lynn_Pantic
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Re: AR Notes
Reply #3 - 10/22/04 at 11:45:06
 
Have you set up reps for the Contact Manager in SM-I-I?
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Lynn Pantic
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lynn@istechsupport.com
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kristinfitz
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Re: AR Notes
Reply #4 - 10/29/04 at 05:53:00
 
Yes our reps are set up in SM-I-I.. Any other thoughts??
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kristinfitz
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Re: AR Notes
Reply #5 - 02/09/05 at 06:37:34
 
I am still having the below problem with AR history notes:
 
I need to add more notes to a customers account.  I have run out of space on the notes tab and went into history to add notes there and I get the following error:  
 
No record in AM-L-I of the rep assigned to this account  
You are not authorized to view this account(eventhough I have the rights).  
 
I do not get this error with every customer, only some.  Also, all reps are set up.
 
Any additional thoughts? Thanks.
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Lynn_Pantic
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evolution (n) -
gradual change to a
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Re: AR Notes
Reply #6 - 02/09/05 at 11:11:39
 
Go into SM-I-I for all your Reps and make sure they are all set up to allow others to change the accounts.
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Lynn Pantic
IS Tech Support
lynn@istechsupport.com
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kristinfitz
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Re: AR Notes
Reply #7 - 02/14/05 at 10:19:12
 
Lynn,  
 
They are all set to Y.  Any other thoughts? Thanks.
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