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Swap Signee Displays All Accounts by Default on the Signature Page in CRM Offline?

  • Updated

Overview:

The Swap Signee function displays all Accounts by default from the Signature Page in CRM Offline. The siblings and affiliations Accounts are available in that list, but should be displaying by default initially. 

  • Siblings are Accounts related to the Business Account in the Account hierarchy (Child Accounts)
  • Affiliations are any record 

Note: The user has access to the Business Account and its siblings. The user can see the siblings display by default on the Call report Attendee section. 

Root Cause:

The Child Account does not have a value for Parent_Account_vod__c. This causes the Swap Signee to recognize all Accounts as possible siblings.

Solution:

Check all Child Accounts to be sure they have a value for the Parent Account field. The user does not need access to the Parent Account itself offline, but a value for the Parent Account needs to exist on the Child Account record.

Related Documentation:

CRM Knowledge Article: What Relationships Appear for a Swap Signee on the Signature Page in CRM Offline?

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