Troubleshooting: Staff member cannot add contact logs

Problem

When viewing a client’s contact history, a staff member is unable to access the ADD CONTACT LOG button.

Solution

The staff member’s staff role must have permission to manage all tasks:

  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Staff.
  4. On the Staff menu, click Staff Roles.
  5. Find the desired role in the list and click the Edit role button .
  6. Under Task Management, select All tasks.
  7. Click SAVE. Staff members with this staff role can now create contact logs.
Was this article helpful?
(21 out of 21 people found this article helpful)
Still need help? Contact us
Cancel