Solved

Help! My CRM Tools Have disappeared and I don't know how and my finance menu went either

  • 30 March 2023
  • 2 replies
  • 73 views
G
Rank
Userlevel 2

All of my menu items for CRM, parables, and Finance just vanished and I don’t know how. I have the 2021 r2. I checked if they were disabled and who has access and they all seem to be perfectly fine.

Can someone help me recover these?

 

icon

Best answer by Kandy Beatty 30 March 2023, 15:50

View original

2 replies

Laura02
Rank
Badge +18

Hello,

Are you logged in as Admin, or as your user name?  Roles are the first item to check. Removing AP Role from your User will make Payables disappear, for example.

 

Also, if you click (...) menu at lower left side of navigation panel, as if to modify menu, does Payables ‘magically’ reappear in the Navigation menu on left side?

 

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
Kandy Beatty
Rank
Userlevel 7
Badge +16

Hi @garcimig09 

Along with what @Laura02  stated, here are some other ways to fix that:

  1. Do you have the option with the 3 dots (...) to Edit the Menu

 

  1. If so, you can either Add Workspace or Reset to Default Menu Settings

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved