Account in Visit cannot be changed

[jens22]

We have recently experienced the problem that we cannot always change the account within a visit.
Sometimes it can be changed, but usually not.

I could not find a reason for this. Neither the status, nor Responsible, Type or other objects linked to the visit could be identified as the cause for the inability to change the account in the visit.

It can also not be changed via the edit mode or via the DWB

This problem has been occurring recently. Do you have any idea what is causing the problem and how it can be solved that is is possible to change the account all the time within the visit?

[AlanChen · Accepted solution]

Hi Jens,

Good day!! Kindly go through the two notes and check if they help.

• 3371569 - Account Cannot Be Edited in Visit
• 3434980 - Not Able to Change The Account in Visit

If this helps, could you please mark the answer as "Accept"? Thanks.

Regards,
Alan