ScandyAndy Red Ribbon

We've gone on a couple of weeks and it still asks him to set the questions up every morning.

Hi Michelle - we are giving it two days to see if it's solves the issue. Third party cookies were set to Block third-party cookies in Incognito mode and he did not have it set to flush data on close. However, we just went to the "Allow Third Party cookies" to see if it has any effect. This morning he was asked again to set…

Thanks for the answer Michelle - To clarify - he's creating answers to the Security Questions every day. It just comes back the next day. We've tried doing the answers after he's logged in (not just from the initial login forcing the issue) and the issue still comes up then. He's not dismissing the issue, it just always…

Hi Michelle - it recently cleared up. We tried it with multiple browsers and clearing cache in the beginning. But, they tell me it all works now, so currently, the issue

Thanks Michelle for the welcome and the response, In our case, the contact all have companies assigned to them. On the attached example, this is created from my contact record as a contact in our company. After clicking on new task from the contact record, this is what I get. You can see the company is filled out but the…

@"Herdi Rana-Oracle" That was it - I didn't realize it was listed two different times. Thank you for your help. Wish the error was more verbose.

I had an idea it might be the accounting fields being hard coded - but it was not. 

Also in regards to the name - no that was not intended and I pulled that sample from a earlier try without knowing it. Here's a sample from one I just tried right now. ExternalIDItem NameDisplay NameCategoryMSRPManufacturerIngram SKUExternal 846 AmountItem ConditionParentMatrix Type062620Ser10400-AGTN1.8TB 10K 12G SAS LFF…

Apologies - as I didn't mention this - the Item Condition is the matrix option identifier in our case. It is present. Here's a snip from that list, as well as a snip in our environment similar to your first snip.