Contextual Views Under Edit Contacts Page
- Description of the issue: AP Demographics not accessible from Edit Contact page but can be accessed from Accounts page.
- Zendesk ticket number https://ungerboeck.zendesk.com/agent/tickets/363494
- Account name The Outdoor Education Group
- Region AP
- Enterprise - Client version 25.1.9330.16465 (20250718)
- URL of local site on supportweb https://supportwebap.ungerboeck.com/OEG_Prod_0151056385_USI_V30
- Reproduction steps
1. Login to URL: https://supportwebap.ungerboeck.com/OEG_Prod_0151056385_USI_V30
2. USIADMIN / ITRocks2014
3. Go to ‘Accounts - All'
4. SEARCH FOR ‘Emma Prest’
5. Right Click account > View > observe that AP Demographics option is available
6. Right Click account > Edit Account
7. From Edit Contact page, go to ‘Actions' > View
8. From Edit Contact page observe that under Actions > View the AP Demographics (and some other pages from View option are missing).
- Link to any articles referenced in your investigation:
https://supportcenter.ungerboeck.com/hc/en-us/articles/205925808-Account-and-Contact-Designations-and-Statuses#article-comments
https://supportcenter.ungerboeck.com/hc/en-us/articles/204568238-Add-a-Personnel-Account
- Expected Results vs. Observed Results – essentially, what is the client attempting to accomplish vs. what is happening?
Customer is expecting to be able to access the same pages from both Accounts page and Edit Contact or Edit Accounts page.
Currently, Customer has to go back one step to Accounts page if they wish to access AP Demographics for this contact
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Business impact if not resolved . Additional time spent navigating pages and confusion regarding why available view options are not consitent.
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Please note previous JIRA ticket/DEV response regarding this issue in relation to contextual views.
Have confirmed that this particular Contact is Personnel and has Account Designation Personnel as ACTIVE.
However, Customer is confused / querying why the available options are inconsistent across pages.
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Mike Schepker I have reviewed this.! but didn't understand the point to confirm if this is working as expected.! How the A/R demographics work in the pane window vs the edit window[CRM-1725] A/R Demographics screen option not present - Momentus Service Connect
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Hi Mike Schepker are you able to advise as per Satya's comment? Thanks!
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To me it seems like a bug and Mike Johnson even said it seemed like a bug that the behavior was inconsistent.
It looks like the original ticket was closed (due to age probably since Sara requested it be closed). I'd check with your team lead on what the next step should be since it seems like there's still a bug here.
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