Notifications
Announcements
No record found.
Hello experts,
I setup the a Credit limit for a german customer for 10000 EUR:
On Credit management /Related informations/Insurance and guarantee I setup an Insurance from 50000 EUR.
Finally I expected that an update about 50000 EUR in Field Insurance and guarantees. Unfortunatelly this update is not hapened.
Many regards
Liana
Hi Liana,
I tried this process to see if I could replicate your issue and was successful in doing so.
What I believe you are experiencing is a browser refresh issue - when you completed the insurance entry then closed that form, it did not refresh the underlying data on the customer form.
Try clicking the field in question and/or reloading the record and this value should appear.
Looks like you have added 100 % increase in credit limit value field (Second screenshot), if you change that to 0 or some other percentage you can see value updated.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Martin Dráb 592 Most Valuable Professional
André Arnaud de Cal... 478 Super User 2025 Season 2
BillurSamdancioglu 305 Most Valuable Professional
