Troubleshooting "No Account Found" in Agtrax Integration

Overview

When a user attempts to log into the app/portal using a phone number, the system validates the phone number and checks for account associations through Agtrax. If no accounts are found, the user may encounter a "No Account Found" message.

This article explains how the lookup process works and how to resolve issues by updating records in Agtrax.

Login Process

1. The user logs in with their phone number.

2. They enter the verification code.

3. Once verified, our system communicates with Agtrax to identify accounts associated with the phone number.

• Users cannot log in with an email address.

• Some phone numbers may require a password depending on configuration.

How the System Checks for Accounts

• Step 1: WW11 Lookup

  • The system first checks if a WW11 entry exists for the phone number.

  • If found, associated accounts are returned to the user.

• Step 2: AR11 Lookup

  • If no WW11 entry exists, the system checks the AR11 record.

  • If the phone number is listed in either the PHONE or MAIN CONTACT section, Agtrax automatically creates a WW11 entry and returns the account(s).

• Step 3: No Matches

  • If the phone number is not in AR11, a blank WW11 entry is created.

  • No account data is sent back, and the user sees "No Account Found."

Resolution Steps

To fix this issue, confirm that the phone number is properly set up in Agtrax:

1. Check AR11

   • Open AR11 for each account.

   • Make sure the phone number is listed in either PHONE or MAIN CONTACT.

   • If missing, add it and Save.

2. Check WW11

   • If you can use a typing prompt, enter WW11 and press Enter.

   • Search for the phone number as the User.

   • If a blank entry exists, go to the CUSTOMER(S) section, add the account numbers, and Save.

   • If no entry exists, create one for the phone number and enter the account numbers.

Summary

If a user sees "No Account Found", the issue typically comes down to missing or incomplete records in AR11 or WW11. Ensuring the phone number is properly added to AR11 and linked to accounts in WW11 resolves the problem.