by Variance InfoTech Pvt Ltd

At a glance, view high level summaries of all related data for a given record. For example, see how many contacts an account has or the total value of all quotes combined for a contact.

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#1715 - Cannot create Summary Fields on accounts

Closed Bug? created by BVDC Verified Purchase a year ago

I created a Summary Fields on AOS_Contracts (Contrats in french): OK
I try to create one on Accounts (Comptes in french) which has 14 Subpanels: I get the message "Selected primary module doesn't contain any Subpanel!! Please select other primary module!!" and I cannot continue.

  1. varianceinfotech member avatar

    Variance InfoTech Pvt Ltd Provider

    a year ago

    Hello

    As per your comment, you will get this kind of message when primary module does not have subpanel.
    Can you please tell us which module you have select as Primary Module and Subpanel Module?

    If it is possible then send us screenshot of your configuration which you did.

    Regards,
    Variance Infotech PVT LTD

    • BVDC member avatar

      BVDC Verified Purchase

      a year ago

      I tried to select Comptes as Primary module and I got the answer "Selected primary module doesn't contain any Subpanel!! Please select other primary module!!" See screenshot

    • varianceinfotech member avatar

      Variance InfoTech Pvt Ltd Provider

      a year ago

      Hello,

      Can you check Comptes module has subpanel or not?

      If not then message come like "Selected primary module doesn't contain any Subpanel!! Please select other primary module!!" See screenshot

  2. BVDC member avatar

    BVDC Verified Purchase

    a year ago

    Sorry, I clicked too fast. But I don't see how to join a screenshot.

    • varianceinfotech member avatar

      Variance InfoTech Pvt Ltd Provider

      a year ago

      Hello,

      When you adding comment, there is one option to upload image. See Screenshot : http://i.prntscr.com/RFMHh6YrSqeQX3ZDqW-WwQ.png

  3. BVDC member avatar

    BVDC Verified Purchase

    a year ago

    I tried to select Comptes (Accounts) module: see screenshot Primary module selection.png
    Comptes module has many subpanels: see screenshot Comptes list of subpanel.png

    • varianceinfotech member avatar

      Variance InfoTech Pvt Ltd Provider

      a year ago

      Hello,

      is it possible to send us your CRM Credentials and FTP Details if you don't mind ?

      If yes then send us on techsupport@varianceinfotech.com

      We will check what exact problem.

    • BVDC member avatar

      BVDC Verified Purchase

      a year ago

      Would it be possible instead to open a Teamviever session, so I could open any folder ?

    • varianceinfotech member avatar

      Variance InfoTech Pvt Ltd Provider

      a year ago

      Hello,

      We will connect through Anydesk. Our Support team will be available between 10:00AM to 7:30PM(IST).

      On which time you will be available for connect?

    • BVDC member avatar

      BVDC Verified Purchase

      a year ago

      I am available right now. But I don't have Anydesk. Do I need to buy one, or can you use Teamviever ?

    • varianceinfotech member avatar

      Variance InfoTech Pvt Ltd Provider

      a year ago

      Hello,

      Teamviewer disconnect automatically after 5 minutes that's why i suggested Anydesk. Anydesk is same as Teamviewer use for Remote access and it's freely available.

      We will send you slack invitation for further communication. You needs to accept invitation.

    • BVDC member avatar

      BVDC Verified Purchase

      a year ago

      OK

    • varianceinfotech member avatar

      Variance InfoTech Pvt Ltd Provider

      a year ago

      Hello,

      We have sent you slack invitation on "bernard.vandecasteele.64@m4x.org". Please accept invitation.

    • BVDC member avatar

      BVDC Verified Purchase

      a year ago

      Done

    • BVDC member avatar

      BVDC Verified Purchase

      a year ago

      I have installed Anydesk and I am available

    • varianceinfotech member avatar

      Variance InfoTech Pvt Ltd Provider

      a year ago

      Hello

      I have sent you message on slack. Let's talk on slack

  4. varianceinfotech member avatar

    Variance InfoTech Pvt Ltd Provider

    a year ago

    Hello,

    Please let us know if you have any more questions on this ticket.
    If not then we will close this ticket.

    Regards,
    Variance Infotech PVT LTD

    • BVDC member avatar

      BVDC Verified Purchase

      a year ago

      It is still not working, but I was very busy and had no time to contact you.
      I'll do it when I have time.
      Thank you

    • varianceinfotech member avatar

      Variance InfoTech Pvt Ltd Provider

      a year ago

      Hello,

      Can you please provide us your CRM Credentails, FTP access and Database access if you don't mine ?

      If you provide credentials then it'll be easy for us to check your issue.

      Regards,
      Variance Infotech PVT LTD

  5. varianceinfotech member avatar

    Variance InfoTech Pvt Ltd Provider

    9 months ago

    Hello

    Thanks for your valuable support and being our customer.
    As per our last discussion related to ticket, hope you've received satisfied answer from our support team.
    For now, We're closing the ticket but if you've any questions or concern feel free to email us on techsupport@varianceinfotech.com or reply to the same ticket.

    Regards,
    Support Team
    Variance InfoTech Pvt Ltd
    www.varianceinfotech.com

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