12. Troubleshooting Contacts

Message: No contacts selected

This appears when you run a bulk action without selecting any rows.

Select one or more customers or suppliers using the checkbox column, then run the action again.

Message: B2B Portal Not Installed

This appears when you try to invite customers, invite sale agents, or assign customer groups without the B2B portal integration installed.

Install and configure the B2B portal integration, then return to the Customers page and try again.

Check the validation messages at the bottom of the contact editor.

Common causes are:

• Missing company name.
• No address defined.
• Invalid main email address.
• A contact person has an empty name or email value.
• A contact person has an invalid email address.

Fix the listed fields, then select Save & Close again.

Before Qoblex opens the address editor for a brand-new contact, it saves the base contact details.

Make sure these fields are complete:

• Company name.
• Primary contact person.
• Email address.

The email address must be valid.

The contact logo must be one of these file formats:

• .gif
• .jpg
• .jpeg
• .png

Choose a supported image file and upload it again.

Message: This file is too big. The maximum file size allowed is 2MB

Use a CSV file that is 2 MB or smaller. If needed, split the import into smaller files.

Review the import report on the final wizard step. Warning and error messages usually point to rows or values that need correction.

Update the CSV file and import again.

The Xero importer appears only when the Xero integration is installed for the company.

Install or reconnect Xero before using the Xero customer or supplier import.

Payment terms are loaded for existing contacts. If Qoblex cannot load them, it asks you to refresh the page.

Refresh and reopen the contact. If the issue continues, check whether payment terms are available under settings and whether the user can access them.

If bulk delete fails, Qoblex shows an error asking you to check the activity feed or contact support.

Check the activity feed for the underlying error. If the contact is referenced by active transactions or another workflow, resolve that dependency before deleting again.

If sale agents cannot be loaded in the contact editor, Qoblex asks you to refresh the page.

Refresh the page and reopen the customer. If the issue continues, check whether the B2B integration is configured correctly.

If Qoblex cannot delete sale agents, it shows an error and may include the server error message.

Refresh the page, reopen the customer, and try again. If the agent still cannot be removed, contact support with the customer name and sale agent email address.

If inviting customers to the B2B portal fails, Qoblex may show an error message that refers to deleting selected contacts. This is the current error text for that failed invitation action.

Check the activity feed for the actual failure reason, confirm that B2B is installed, and try the invitation again.

If the customer group assignment dialog stays open after saving, check whether the group name field is empty.

Enter an existing group name or a new group name, then save again.