Skip to main content
hamburger menu Created with Sketch.
We are currently experiencing an issue with creating new support tickets from the Help Center portal. Some users are unable to select the appropriate form when submitting their tickets. We are working to resolve the issue.

Search the Knowledge Base

Why Primary Parent Lookup Does Not Return Results in CRM?

  • Updated

Overview:

A user finds that the Primary Parent lookup on New Account Wizard does not return information even though the user has business accounts assigned to the territory.

Root Cause:

No addresses are added to the business accounts. Without an address, the Parent Account Wizard does not return information for the business account.

Solution:

Populate the exact addresses to the business accounts.

Related Documentation:

N/A

Powered by Zendesk