dbryant4891
3 months agoQrew Trainee
Intermittent Issue: Contacts Not Displaying After Adding to Form/Table
Hi! I am trying to resolve an issue that has been happening since last year and that neither QB Support nor I have been able to solve. This issue randomly began out of the blue, and I can't make sense of it.
The process:
- User 1 adds a task (record) to the 'Client Request Form' for XYZ Company.
- User 1 clicks 'Add Client Request Contact'. This takes the user to the child form Client Request Contact.
- User 1 will add the XYZ Company contact via an email dropdown box. If the contact does not exist from a previous entry, User 1 will click 'create new contact'.
- Upon clicking, the 'Contacts' form will open for User 1 to enter a new contact associated with XYZ Company.
- After adding the new contact, the contact is now available to add as a contact for any future Client Request Form tasks/records entered.
The issue:
When User 1 attempts to associate an existing contact with a Client Request form, the list of possible contacts does not display, resulting in the user having to add the contact repeatedly.
Additional Information:
- Multiple contacts can be associated with one Client Request Form.
- We have been using Quick Base for 5 years now, and this issue was first discovered in 2023.
- We have 1,000+ clients in our application.
- When it was first reported as an issue in October 2023, the user only saw this happen on 6 clients added by different sales team members in 5 different months from January 2023 to September 2023. The other was added back in 2019. Today, the number affected is higher than 6.
Please let me know what additional information I can provide. I hope we do not have to create something new, as this will impact over 17,000 existing records.
Thanks in advance!