A client may not appear in CM2000 if their order isn’t enabled for CM2000, the user doesn’t have Sentinel access, or the client’s area isn’t included in your CM2000 config.
Allow the client order to go to CM2000
Create the client using your organisation’s standard process. Once it’s created, follow these steps to allow the client order to go to CM2000:
Click Client.
Click on the client.
Click Orders.
Click Misc.
Select the This order can be picked up by CM2000 checkbox.
Click Save.
Enable Sentinel access for the user
To enable Sentinel access for the user, follow these steps:
Click Setup.
Click Users.
Find and click the username that can’t view data in CM2000.
Click User system permissions.
Select the Sentinel checkbox.
Click Save changes.
Log out and log back in.
Check the client’s area
If the issue is still happening, check the client’s area. It may not be included in your CM2000 config.
If this is the case, change the client’s area to one already in your config.