NAV 2017 CRM and Questionnaire

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Posted on by Community Member

I am testing the CRM functions in NAV 2017 and I need to get the questionnaire attached to the company and contacts as our company would like to utilize that feature. The questionnaire is not currently available on the contact or company and from demos I've seen it should be. Does anyone know how to get the questionnaire to show up on the Contact and the Company?

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keoma 32,729 on at

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Please Check your license.

Then Check If it was removed by custom layout.

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RobertasR 5,004 on at

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Hi Chris,

what do you mean it's missing? Is the tab missing on the contact card, or the questions/answers not showing on the contact card?

Robertas

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Community Member on at

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I am working with our partner on getting the questionnaire added to the contact. They were on site for training and will assist with getting us the correct setup. I believe it has something to do with the custom layout.

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Community Member on at

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The questionnaire is not showing up on the company or contact cards. We had our partner on-site this week and they are working on getting that corrected.

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