Overview:
The Create button is missing in the Member of page of an Account in CRM iPad. However, it displays for other accounts.
Root Cause:
The Customer_Master_Status_vod__c for this account is set to Rejected. According to the CRM iPad logic, when trying to create a Child Account in DCR mode, the user can create a new record if:
- Customer_Master_Status_vod__c = Valid_vod, or
- Customer_Master_Status_vod__c = Under_Review_vod and the DCR mode allows for creating unverified accounts
This is working as designed on CRM iPad.
Solution:
For that account, be sure that:
- Customer_Master_Status_vod__c = Valid_vod, or
- Customer_Master_Status_vod__c = Under_Review_vod and the DCR mode allows for creating unverified accounts.
Related Documentation:
CRM Help Documentation: iPad DCR Process
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