How to Troubleshoot and Resolve Task Visibility Issues in Connective CRM
Task visibility is a common concern for users of Connective CRM. This article provides an overview of how task visibility works, common issues that may arise, and steps to resolve them. Additionally, it explains system limitations that may affect task display.
Overview of Task Visibility in Connective CRM
Tasks in Connective CRM are displayed based on specific criteria and system rules. For example:
Tasks appear on the CRM dashboard only if: - You are the Delegate of the task. - The task is outstanding and due within the last 15 days. - A maximum of 25 tasks are shown at a time.
Tasks older than 15 days or beyond the first 25 will not appear on the dashboard. To view these tasks, access the full Tasks list instead of relying on the dashboard snapshot.
Common Issues and Troubleshooting Steps
1. Tasks Not Appearing in the Tasks View
If your tasks or follow-ups are not visible in the Tasks view, follow these steps:
Sync Your Computer’s Date and Time - Open your operating system’s Date/Time settings and click "Sync Now" (if available).
Clear Browser Cache and History - In your browser settings, clear browsing data, including cached images/files and cookies, for the maximum time range.
Perform a Hard Reload of the CRM - Windows: Press
CTRL+SHIFT+R- Mac: PressCMD+SHIFT+RLog Out and Log Back In - This refreshes cached data and ensures proper synchronization.
After completing these steps, revisit the Tasks page to confirm your tasks are visible.
2. Opportunity Names Not Showing in the Tasks List
If opportunity names linked to tasks are not appearing:
Check Task Filters - Ensure the Opportunity filter is enabled/checked. If it is unticked, opportunity names will not display.
Perform a Hard Reload of the App - Windows: Press
CTRL+SHIFT+R- Mac: PressCMD+SHIFT+R
After reloading, revisit the Tasks tab. Opportunity names linked to tasks should now display and be clickable where applicable.
System Limitations and Workarounds
Dashboard Task Display - Only tasks due within the last 15 days and up to a maximum of 25 tasks are shown on the dashboard. To view additional or older tasks, access the full Tasks list.
Cached Data Issues - Cached data can sometimes prevent tasks or related information from displaying correctly. Clearing your browser cache and performing a hard reload can resolve these issues.
Additional Resources
For further assistance, consult the Connective CRM Help Center or contact support for personalized troubleshooting. By following the steps and understanding the limitations outlined above, you can effectively manage and resolve task visibility issues in Connective CRM.