Admin

This section describes known issues that pertain to NexJ Admin Console and the Customize workspace in NexJ CRM.

AFL-3556

In the Stages tab of the Edit Opportunity Template dialog, the Edit button is erroneously enabled for users without administrative privileges. Any changes made to the stages are not saved.

AFL-3945

The view and edit security attributes, which only apply to the group security model, erroneously display in the audit trail for activities when using the hierarchical access model.

AFL-3994

When creating or editing a filter from the Filters and Lists tab on the Customize workspace, a subject area named Class Attribute Log is available for selection. However, filters associated with this subject area do not display anywhere in the application.

AFL-4174

If you add attachments to an activity template, when an associated activity is created in NexJ CRM, the Attachments field in the New Task dialog shows multiple instances of each attachment.

AFL-4191

If you do not enter a value or enter an invalid value in a required field in the Add Opportunity Template or Edit Opportunity Template dialog, the error that displays when you try to save the template does not clearly indicate the tab and the field that requires attention.

AFL-4206

After editing a task template to remove any "assign to" users, if you click the Add Task floating action button

and select the template that you edited, the Assign to field does not update to reflect the change that you made.

ECRM-29209

If you have selected Pre-Populate for an address type in NexJ Admin Console, and you add a contact in NexJ CRM, then the address type is added to the Addresses card in the Detail tab for the contact. However, if you have pre-populated a communication type in NexJ Admin Console, NexJ CRM does not add the communication type in the Communications card when you add a contact.

ECRM-29289

When you use the classic user interface to create a new distribution rule for leads on the Customize workspace in the Lead Management tab, and you set the owner by selecting a user in the Assign To field, the selected Assign To value is not displayed in the rule's profile as expected.

ECRM-29580

NexJ CRM does not currently support the customization of screens, toolbars, and portlets by business administrators using the Personalization page in NexJ Admin Console.