"User to Resource link has been not set correctly" error in CRM
PURPOSE Within any of the modules within the CRM Service Suite of products you are receiving the following error when attempting certain operations: "User Resource Link hast not been setup correctly. Please contact your System Administrator." This error is to be expected for users not fully configured to "use" the software (especially if you are logged in under a user that typically doesn't use the software, but mainly administers it) In effect, Resources are what perform actions in the Service Module -- build Repair Orders, create Service Requests, Update Contact Information, etc. Being logged in as a User (for example JDOE) does not mean your user is a Resource (Doe, John) capable of using CRM. For each user that needs to be done and is likely something you have done for the bulk of your users as part of a business process, but maybe just not for this one you are testing when this error results. TROUBLESHOOTING STEPS To remedy for this...