Why can’t I find a client?
Try these checks
Link to section: Try these checks- Office: check the active office. Another office has a different client list.
- Filters: clear list filters and try the full client name.
- Search: try another part of the name or use the top search.
- Client or lead: check whether the business is still being managed as an opportunity.
- Access: ask a manager to check your client assignment.
Ordinary members see the client and contact records they are allowed to access. A colleague seeing a client does not necessarily mean you can see it too.
A direct link says “not found”
Link to section: A direct link says “not found”The record may have been removed or you may not have access. Ask the sender to confirm the link and have a manager check access.
Do not create a duplicate client to solve a visibility problem.