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Articles written by Marsha Andres

Articles written by

Marsha Andres

Resolve Error: "Invalid Expression" When Adding a Custom Field in a Saved Search Result

When adding a Custom Field with a formula that computes its value from other Custom Fields that may have different Field Types on a Saved Search, the result shows "Error: Invalid Expression".

CRM

Resolve Error: "Permission Violation" on Email File Attachments

User is receiving a Permission Violation error message when attaching file, which isn't located in the File Cabinet, to an email.

Users & Roles

Permission Violation When Forwarding a Message From a Customer Record

Since User A does not have the necessary Permission for the Transaction where the Email originated from, he is not able to forward messages that originated from Transactions. However, user can send or forward Emails that originated from Customer records.