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'Allow Import' Box Unchecked On Organization

Owned by Tony Hayes
Last updated: Apr 30, 2014

Application Scope: PEO

Problem

The allow import box on the Organization record appears to be getting unchecked somehow and nobody seems to know who is unchecking it.

Cause

The system automatically unchecks this box when the 'Generate Quote' link is clicked in the header of the Organization.

Solution

This is the desired behavior in the system.  The logic is this - once the workspace has been created, all sorts of information will have been manually added to the system.  You wouldn't want an import to come along behind the scenes and update this info - possibly to something old and incorrect, without your knowledge. 

 

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NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm