Problem
A user is unable to Export export a file to Encompass.
Troubleshooting
Please work through each question in order and select the answer that best applies to your specific scenario. This will help us quickly identify the potential cause of the issue. If, at any step, you need to reach our support team, please inform us at which step you left off.
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2. Does the file show it was “Sent to Encompass” within the Lead History?
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Please check with your Encompass admin as the file was successfully exported. |
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Move to #3. |
3. What happens when you click the Export to Encompass action tool?
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Please contact our support team and inform them of the issue. |
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