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Backup PM
Marilena Nikolakopoulou 4 years ago
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updated by Martyna Pałasz (XTRF Deployment & Training Specialist) 4 years ago •
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We are trying to add a specific user as a Backup PM in a client's profile, under Identification Data. However, this user is not included as an option in the list. He is included in every other list under Sales Data, i.e. we can choose him as a Project Manager responsible. Any ideas?
Customer support service by UserEcho
Hi, where exactly are you adding backup PM in identification data? In default tab sales data should be used to specify people responsible for the client.
Hi, Martyna! Thank you for replying.
Yes, I am trying to add a specific PM at the Backup PM field, in the Identification Data tab. In this field, the list of PMs to be selected includes some but not all of our PMs, thus I cannot choose the backup person in charge for this client.
Please note that, at every other field in the Sales Data tab, the option lists are correct and include all of our PMs (including the PM missing from the Backup PM field in Identification Data).
Can I add persons to this list somehow? Does it have anything to do with PM's profile settings, maybe?
Most probably your backup PM field in Identification Data is Custom Field. Please go to configuration > custom fields and add missing values.