Some customers show an "Add" button under Representatives in Customer CRM Info while others don't, and clicking the only available option on an affected customer throws an error.

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Answer

This is tied to whether CRM Info has been set up for that customer at all — adding the CRM Info record for a customer that's missing it makes the full "Add from Representative Group" option become available under Representatives, resolving both the missing button and the error from the more limited option that was showing instead.

Documentation-based answer. Confirm the product and release before applying it. This answer has not been verified in an IFS environment.

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