Suggestion records are created in CRM Online, but do not display in CRM for iPad even though Suggestion records are downloaded to CRM for iPad by checking the local DataBase. Why are Suggestions not displaying in CRM for iPad?
Suggestions do not display in CRM for iPad when any of the following conditions are met:
- The Priority of Suggestion is empty
- Suggestions hit the Expiration Date
- The Expiration Date is less than or equal to the Posted Date of Suggestions
Note: If a suggestion is refreshed with a new date (same ID, same details), the suggestion displays again.
To display Suggestions in CRM for iPad, enable (check) the Priority, Expiration Date, and Posted Date of Suggestions and set appropriate values.
CRM documentation: Suggestions
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