Problem
When using Global Search in Dazos CRM and clicking on a Related Contact that is associated with a Lead record, you may see an 'Access Denied' error page. This occurs even when your permissions are correctly configured and the Related Contact record itself is valid.
Related Contacts associated with Accounts are not affected — those open correctly.
Possible Causes
Incorrect URL routing in Global Search results: Global Search was generating links for Related Contacts that always pointed to the Accounts module context (module=Contacts), regardless of whether the parent record was an Account or a Lead. When the parent was a Lead, the CRM detected a mismatch between the URL (pointing to Accounts) and the actual record (a Lead), and blocked access with an 'Access Denied' error.
This affected any Related Contact linked to a Lead record, as well as Insurance Policies linked to Lead records, when accessed via Global Search.
Solution
This bug has been fixed. A platform-level fix was deployed that corrects the URL routing logic in Global Search. Clicking a Related Contact linked to a Lead now opens the parent Lead record and navigates directly to the Related Contacts section, as expected. Insurance Policy links for Lead records were also corrected in the same fix. No action is required on your end.
Perform your Global Search as normal (for example, search by phone number or name).
In the search results, locate the Related Contact you want to open.
Click the Related Contact. The system will now correctly open the parent Lead record and focus on the Related Contacts section.
If you are still experiencing the 'Access Denied' error after the fix has been deployed, try the workaround below while you contact support.
Workaround (if the issue persists)
If you encounter an 'Access Denied' error when clicking a Related Contact in Global Search, navigate directly to the parent Lead record manually and open the Related Contacts section or tab from within the Lead layout.
Known Limitation — Reports
⚠️ Important: The fix described above applies to Global Search results only. If you access Related Contacts or Insurance Policies via a 'View Details' link inside a Report, you may still encounter an 'Access Denied' error for Lead-linked records. This is a separate issue that has not yet been resolved. As a workaround, navigate directly to the parent Lead record to view its Related Contacts or Insurance Policies.
Still Need Help?
If you are still seeing an 'Access Denied' error when clicking Related Contacts in Global Search after the fix has been deployed, please contact Dazos Support. When reaching out, include:
Your name and CRM login email
Your CRM instance URL
The search term you used and the name of the Related Contact you clicked
A screenshot or screen recording of the error, if possible