Q: Why is there no data or incomplete data in the downstream order list? The account who submitted order is empty, is there no default account? Can't select the account address?
A: 1. You need to check whether the customer field is set in the order layout [Associate External Owner by Default]:
2. Check whether the external related team permission is set under the customer object, so that the address, contact person, etc. under the customer will be seen by default
3. After V800, all objects of OrderPass follow the standard interconnection data permission, that is, the order has an external person in charge or an external related team, and only the downstream can view it. Orders submitted by OrderPass have an external person in charge by default, while orders created by CRM do not have an external person in charge by default, so orders created by CRM are not displayed downstream.
View the summary of frequently asked questions about ordering, and click on the link to go to: Questioned questions about ordering