Overview
Users may have issues logging activities, tasks, or adding records to Playbooks and see the following error message popping in the CRM:
List view failed to load, please refresh your page
Solution
This issue may happen when the account used to log activities has lost the connection to the CRM.
- The affected user should try disconnecting from the CRM and reconnecting again.
Note: Also, the user should try restarting their computer.
- If this does not work, a manager or admin needs to:
- Check which account is configured as the Access User (from the Playbooks Manager app > Settings > CRM > Salesforce Access User).
- Log in to Playbooks (extension or the manager app) using the Access User credentials and reconnect to CRM - this should resolve the issue for all affected users.
- If the error message is still being displayed, please check the Playbooks status page to see if there are any ongoing incidents/ outages which may cause this issue.
Priyanka Bhotika
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