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CRM 4.0 - When Adding an Account, Notes do not save if Duplicate Account is Detected RRS feed

  • Question

  • One of my users pointed out that if, when creating a new account, duplicate detection catches a similar account name and she chooses to save the new account anyway, any notes records that she added to the new account disappear.  If a unique account name is entered and duplicate detection does not find any similar account names, the notes record saves properly.  Has anyone experienced this behavior? Thanks in advance!

    Wednesday, June 4, 2008 6:08 PM

Answers

All replies

  • Is the account created from a lead?

     

    /C

     

     

    www.dollerupit.dk

    Wednesday, June 4, 2008 8:26 PM
  • No.. Just created by clicking the new button on the accounts screen.
    Wednesday, June 4, 2008 8:29 PM
  • Chances are the user is selecting an incorrect option.  If this issue is resolved, please mark as answered.


    Best Regards, Donna
    Friday, May 29, 2009 10:16 PM
  • There's a hotfix for this: http://support.microsoft.com/default.aspx/kb/958601/
    It's included in UR4, but you need to add a registry key on the CRM server as well. See the KB above for more info.
    Matt Wittemann, MVP for CRM (http://icu-mscrm.blogspot.com)
    Monday, June 1, 2009 4:28 PM
    Moderator