Suggestion records are created in CRM Online. They 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
- The Suggestion hits the Expiration Date
- The Expiration Date is less than or equal to the Posted Date of the Suggestion
- The Suggestion is marked as complete, dismissed, or actioned against (for example, creating a call)
To display Suggestions in CRM for iPad, set appropriate values to the Priority, Expiration Date, and Posted Date of Suggestions. Be sure the Suggestions are not marked as complete, dismissed, or actioned against.
CRM documentation: Suggestions Overview
Send us your feedback: We're always looking for advice to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.