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Troubleshooting for Sanil CRM

Fixes for common problems for Sanil CRM.

Articles
5
Last updated
8 Oct 2026
Saving says it was changed elsewhere 1 min read

What the message about a document being changed elsewhere means, and whether to reload their version or save anyway.

 I can't edit a paid invoice 1 min read

Why line items, tax and the client are locked once an invoice has payments, and what to do if you need to correct it.

 I can't delete or change settings 1 min read

Which actions need an owner or admin role, why a staff member sees read-only settings, and how to ask for a different role.

 The payment link doesn't work 1 min read

What to check when Copy payment link is missing, the link does not open, a client cannot pay, or a payment does not show up.

 I signed in but see the wrong business 1 min read

Why you see an empty business, a different business or an invitation, and how to switch or accept the invite you were sent.