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Former Member
Jul 19, 2007 at 01:43 PM

Customize CRM Sales Rep, Navigation messed up

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Hello Guru's

I created customize Sales Rep in the portal. When I select a account from Account management from overview, the account summary information is displayed in the view (details area) and top level navigation points to Home->OverView instead of AccountManagement->Accounts.

I am using CRM 5.0. I created copy of the sales rep role in the CRM, call it Z:.. . Then we mapped new CRM sales rep with portal sales rep in Navigation (URL), Assign portal role to single role.

I checked all other objects PCD location is mapped correctly or not.

Even If i try with copy of sales rep, navigation is messed up.

Thanks for you help.

Ozzie