Schedule issues
- Verify correct date and team filters
- Confirm branch context is correct
- Refresh page after branch switch
Missing customer or record
- Confirm search terms and active filters
- Verify customer vs lead context
- Check role permissions if record actions are hidden
Invoicing errors
- Validate required billing fields
- Check payment method status
- Review integration settings before retry
Messaging issues
- Confirm contact has valid SMS or email value
- Verify provider setup in integrations
- Check message filters before assuming thread is missing