If an employee contact is not showing in a document for example Service Advisor name is not showing in dropdown then,
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1. User need to verify if the employee contact is created that user in DMS lite.
Navigation : Administration >> Management >> Foundation >> Employees
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2. Open Employee Contact from Employees and Click on Employee Detail option from dropdown.
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3. Check for the Designation Tagged with the Employee Contact Created.
Navigation :- Administration >> Management >> Foundation >> Open Employee Contact >> Click on Employee Details dropdown >> Go to third tab i.e., Additional Details >> Check Contact Type. (As shown in attached snap)
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4. If the designation is not selected, then please select the required checkbox, for example if the particular employee is Service Advisor, then click on Service Advisor check box.
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5. Now, user will require to relogin in DMS lite and Open Repair Order document, the employee contact will be showing.
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6. Even after following above steps, if the employee contact is not showing user can check which branch is tagged with that employee. To check these details: -
Navigation :- Administration >> Management >> Foundation >> Contacts
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Open Employee Contact and select Contact Details dropdown.
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Now, Go to the Second tab i.e. Contact History and check whether the required branch is selected for the employee. User can make changes in it as per its requirement.