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Q: Why isn’t my contact appearing in a pick list?
A: Pick lists can be out of date by up to 24 hours and the end user browser is not aware of this.
Scenario: User starts entering data on one page, opens another tab to enter a new contact, goes back to the original tab and expects the contact to be there. Contact is not cached on the original tab, no opportunity for the web browser to reload the page and receive some sort of server notification that it needs to reload cached data.
Q: How do I delete a user? (Also - How do I make a user inactive?)
A: There is no way to delete a user. You can make a user inactive.
1. Go to the Tools and Settings Cog
2. Select Manage Users
3. Select the User you want to make inactive
4. Open the Account bar and untick the 'Active' Checkbox
5. Save your changes.
