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Data loss creating account and note at the same time RRS feed

  • Question

  • If I create a new account, filling in all the mandatory fields, then I go to the Notes section and enter some text in the note and then click on the Save button, it has not saved the note.

    If I click save before entering any note text or click on done on the note before doing the save then it does save the note

    I'm currently using CRM 2011 Rollup 14 and was just wondering if this is fixed in the newer rollups?

    Wednesday, February 12, 2014 5:06 PM

Answers

  • This issue is fixed in Rollup 16.

    • Marked as answer by Peter11111 Tuesday, March 25, 2014 9:52 AM
    • Edited by Peter11111 Tuesday, March 25, 2014 9:52 AM
    Tuesday, March 25, 2014 9:52 AM

All replies

  • you are required to save the parent record before attaching any kinds of records, including notes.  That is a core function of CRM 2011.  What surprises me is that it's allowing you to create a note a all.  That section should be greyed out so you don't even have the opportunity to.

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Wednesday, February 12, 2014 7:15 PM
  • This issue is fixed in Rollup 16.

    • Marked as answer by Peter11111 Tuesday, March 25, 2014 9:52 AM
    • Edited by Peter11111 Tuesday, March 25, 2014 9:52 AM
    Tuesday, March 25, 2014 9:52 AM