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Error: 'Data not available'

This error can occur in two scenarios: when adding a new user, or when trying to access a CRM record. Follow the relevant steps below.

Error when adding a user

This issue can happen if you are adding a new user that already exists with a duplicate username. Sort the Users list by username and check if the user already exists. If they exist but are Inactive, you can simply re-activate the existing account.

Error when accessing a record

Try accessing the record using an account with admin privileges.

  1. If the admin user also cannot access the record, then the record has most likely been deleted from CRM.

  2. If the admin user can access the record, then ensure the user has the correct permissions. Follow the steps below.

📌 **Note:** A system admin is required for the following steps. Go to the **Admin** menu, click **User Management** and search for the user. Adjust the permissions to match other users that can access the record, then click **Save**.

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