Reports without CRM assignment
This list contains reports that has not been assigned to a business partner. An report cannot automatically be assigned to a business partner if
- Report ordered or purchased from other BC system
- Report ordered or purchased from the web portal
The assignment can be made up manually by following the steps below:
- Press Select from contact/customer/vendor in the menu area.
- Select and confirm the corresponding record from the list
Reports that has been assigned disappears from the list. Reports and todos that belong to the same business partner as another report that is then assigned are assigned automatically.