FM - Portal Not Showing When Related by Cell Phone
Posted on 2010-09-07
Office staff sometime enter duplicate Leads, so I created another TO and related it by Cell Phone Number (because sometimes the name is not always spelled the same). However, when I related by the Cell Phone (text) field, no records show up in the portal; however, when I related by any other field, such as first name, date, etc., records do show up in the portal. I even duplicated the last record just to ensure there was a matching cell phone number and still nothing shows. Any ideas why? I must be missing something obvious; I've done this numerous times before without a problem.