Why can't I find my quotes, invoices, contacts, or items anymore?

Sometimes, you may no longer find certain documents like your quotes, invoices, contacts, or items.

Here are the 5 possible reasons:

  1. An email address can be associated with multiple accounts. Please check by clicking on the Companies "Companies" icon at the top right of the application to see if you belong to multiple accounts. If so, click on the correct company to switch accounts.
  2. You may have created multiple accounts with different email addresses. If that's the case, please log out and use the correct email address. If needed, you can reset your password.
  3. If you have changed the document sorting order, it might make finding them more difficult. To fix this, ensure that the default sorting is in ascending order on a column such as the creation date or modification date. You can use the Up/Down "Up/Down" arrow, visible to the right of the column name when hovering over it, to reorder the display.
  4. A user of the account may have intentionally or accidentally deleted some data. Unfortunately, in this case, it cannot be restored.
  5. A user of the account may have intentionally or unintentionally deleted the account. Unfortunately, in this case, it cannot be restored. However, if the deletion was performed by another user of the account, an email is sent to the other users to notify them.
Link to this article: https://toolcie.com/en/support/k/why-cant-i-find-my-quotes-invoices-contacts-or-items-anymore
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