Cannot view updates in companies/contacts

[nhonpt]

Hi,

My team has 6 members. I am not admin but I have all permissions to view/edit information created by other sales persons (I am BD Manager). Recently, I cannot view any updates in companies/contacts inputted by 1 sales person while other people still see them. It means that only my account has this issue. Do you have any solutions for this?

Thank you!

[karstenkoehler]

Hi @nhonpt,

When you say updates, are you referring to the activity timeline on a contact or company record? Filter activity index pages and record timelines

If so, could you confirm that you’re looking at an unfiltered timeline?

Best regards!

[franksteiner79]

Hi @nhonpt

Could you specify what you mean by “updates”? Are we talking changes in properties or information in the contact timeline (the middle part of the recored view in HubSpot)?

Is the 1 sales person in the same team as all the others?

Are you in the same team (or parent team) as all the sales reps?

Can you share a screenshot of your CRM object permissions?

Do maybe have a screenshot for comparison of what you are seeing and what your other team members are seeing?

Thanks

Frank

[nhonpt]

Thanks for your messages @karstenkoehler @franksteiner79

Updates mean notes/email records…in companies/contacts. I cannot see them but other sales people can. We are in the same team. Here is my permission:

I have more permission than other sales rep. But I cannot see what they can see

[karstenkoehler]

Hi @nhonpt,

Have you checked the filters as shown in my previous reply? If you can see a contact or company record, you can see all associated emails by default. This cannot be disabled in the settings. In other words, if you can access a contact or company record, there isn’t any permissions that would take away email access. It is very likely that you’re looking at a filtered view.

The only thing that can be disabled is notes access. Check your user settings for this:

Again, can you confirm that you’re looking at an unfiltered timeline when you’re checking a contact or company?

Best regards

[nhonpt]

Thanks for your answer! I confirm there are no unfilters. I checked all the options. Maybe I need to ask admin for note access permission.

[franksteiner79]

Hi @nhonpt

Thanks for the screenshot, I was after this one:

Also like @karstenkoehler mentioned, have you checked your filters in the timeline view, this is a common stumbling stone that catches people out, if not all activities are showing.

Frank