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Why can’t I find a client?

  1. Office: check the active office. Another office has a different client list.
  2. Filters: clear list filters and try the full client name.
  3. Search: try another part of the name or use the top search.
  4. Client or lead: check whether the business is still being managed as an opportunity.
  5. 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.

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.