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Documents disappeared for Sales RRS feed

  • Question

  • Starting today, for an unknown reason, the Documents option is no longer visible for my sales team.

    How can I add it back?

    Wednesday, June 18, 2014 2:55 PM

All replies

  • I've seen this before, somehow crm 'lost' the document management settings on an entity, check that document management is configured for the entity in settings, and simply run through the document management setup wizard (at least that worked for us)
    Wednesday, June 18, 2014 5:50 PM
  • Is it visible for others?
    Wednesday, June 18, 2014 5:51 PM
  • Yes.  only those with the Salesperson role cannot see Documents.
    Wednesday, June 18, 2014 7:13 PM
  • Odd have you checked their permissions? For the relevant entities
    Wednesday, June 18, 2014 7:18 PM
  • Yes. The Salesperson role appears to have all the required permissions to update Documentlocation
    Wednesday, June 18, 2014 10:15 PM