When adding customers to a project, they often disappear on the Customer screen. They are also not added on the People screen for the project. Some of them do receive the invitation email and are able to open tickets via email even though they don't show on the Customer or People Screen. Other users that have been removed are still showing on the client screen but their emails are not creating tickets.
Also, we have created a custom invite email and sometimes the system sends the custom one, sometimes the generic and sometimes nothing at all.
What are the proper steps of adding the customers? Through the Customer or People screen? Is there a delay in the Customer/People screens refreshing? Is there a way to force the refresh?
Thanks,
Mika
