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Issues with Customer Facing Assignments

  • 26 July 2024
  • 3 replies
  • 53 views

My customer screen shared that they don’t have assignments under their name. However, when I log in, it shows that I’ve assigned tasks to them. 

3 replies

Elan
Userlevel 2
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Have you had them try in an incognito window? Sometimes that does the trick for me. 

dthompson
Userlevel 1
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@hummingbirdjames did the idea @Elan gave of having the customer try to access their tasks in GUIDEcx via an incognito browser help solve this?

ccrossett
Userlevel 3
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@hummingbirdjames - Thanks for sharing your experience. Are you using the new “View As and Customer Roles” feature that we have in beta in our Labs option? I wouldn’t expect this to be the culprit, but troubleshooting has to start somewhere :) If you are using the new beta feature, this might be a bug. If not, then it might still be a bug, but related to something else. Either way, I am happy to jump on a call and try to help troubleshoot it. Here is a link where you can schedule time with me: https://calendly.com/ccrossett/product-consultation

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