Account miraculously disappeared


#1

Hi,
One of my colleagues has come to me to report that one of their accounts has disappeared from their list on their accounts tab in Phocas. I am very new to the administration side of Phocas so any help would be hugely appreciated. Is there a reason why this may have happened? Also is there a way of retrieving it easily?
Thanks in advance.
Ceri


#2

Hello @ceri - There could be a number of causes for this, either from the ERP side or in the Phocas administration. If you are new to the admin role, I would suggest reviewing the topics in our recently updated Academy here: Admin Academy

If you aren’t able to solve for it, please do reach out to either Customer Success or Support for assistance.