Why can't I find my client?
Sometimes, when you are linking new products, Commspace doesn't seem to bring up the client you are looking for, but you know for a fact this client already exists on Commspace.
That might be because this provider captured your clients name/surname differently than it has been saved on Commspace.
For example:
This client has been captured as TY Engelbrecht on the commission statement, so Commspace automatically applies a filter to your client list to search for exactly that.
However, this client has previously been saved on Commspace as T Engelbrecht which does not match the filter applied.
How can I resolve this?
You can amend the automatically applied filter for initials so that you can see all the T Engelbrecht clients that exist on Commspace:
Now you should see your client pop up, and you can link your new product to this existing client.
As always, you can contact [email protected] or chat with us on Commspace via the blue button in the right bottom corner.