{"id":1289,"date":"2025-07-10T14:25:26","date_gmt":"2025-07-10T14:25:26","guid":{"rendered":"https:\/\/help.fieldax.com\/?post_type=docs&#038;p=1289"},"modified":"2025-07-10T14:25:26","modified_gmt":"2025-07-10T14:25:26","password":"","slug":"troubleshooting-account-issues","status":"publish","type":"docs","link":"https:\/\/document.fieldax.com\/?docs=troubleshooting-account-issues","title":{"rendered":"Troubleshooting Account Issues"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\"><strong>Account Issues<\/strong><\/h3>\n\n\n\n<p><strong>Duplicate Customers<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Search before creating<\/li><li>Merge duplicates<\/li><li>Update references<\/li><li>Maintain history<\/li><\/ul>\n\n\n\n<p><strong>Missing Information<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Required field validation<\/li><li>Regular data audits<\/li><li>Update campaigns<\/li><li>User training<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Asset Issues<\/strong><\/h3>\n\n\n\n<p><strong>Incorrect Locations<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Verify with customer<\/li><li>Photo documentation<\/li><\/ul>\n\n\n\n<p><strong>Missing History<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Import historical data<\/li><li>Link old job records<\/li><li>Document in notes&nbsp;<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Service Plan Issues<\/strong><\/h3>\n\n\n\n<p><strong>Jobs Not Generating<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Check plan status<\/li><li>Verify dates<\/li><li>Review equipment<\/li><li>Check automation<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Account Issues Duplicate Customers Search before creating Merge duplicates Update references Maintain history Missing Information Required field validation Regular data audits Update campaigns User training Asset Issues Incorrect Locations Verify with customer Photo documentation Missing History Import historical data Link old job records Document in notes&nbsp; Service Plan Issues Jobs Not Generating Check plan status&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[14],"doc_tag":[],"class_list":["post-1289","docs","type-docs","status-publish","hentry","doc_category-account-management"],"year_month":"2026-05","word_count":50,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/document.fieldax.com\/?author=1"},"doc_category_info":[{"term_name":"Account Management","term_url":"https:\/\/document.fieldax.com\/?doc_category=account-management"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1289","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1289"}],"version-history":[{"count":1,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1289\/revisions"}],"predecessor-version":[{"id":1290,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1289\/revisions\/1290"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1289"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=1289"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=1289"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}