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CRM Notes tab from the Account field loses data. RRS feed

  • Question

  • Log on to CRM, Select SALES, ACCOUNTS, and PULL up an ACCOUNT.  The NOTES tab is all the way to the right.  You may then click to add a note and this note should stay in the history with the account.  My users say if they go back into CRM at a later date the note is no longer there.  Are the notes you key in only available for a certain period of time or did we setup something wrong.  Very frustrating for users to have to re-key in their notes.  Thank you.

    Thursday, December 6, 2007 5:46 PM

Answers

  •  

    Never believe user's input, please assign this user's security role to yourself and test it.

    Make sure this uer's security role has enough priviledge to take the action.

     

    Regards,

    Jim

    Friday, December 7, 2007 12:24 PM
    Moderator

All replies

  •  

    Never believe user's input, please assign this user's security role to yourself and test it.

    Make sure this uer's security role has enough priviledge to take the action.

     

    Regards,

    Jim

    Friday, December 7, 2007 12:24 PM
    Moderator
  • Hello-

    This has occurred in our organization and it is USER error. If they are adding a note to an account in the web browser and they close the window rather than doing a "save and close" the note will not be there when they come back to the account.

    All notes are securely saved in CRM when the record is closed in the right sequence.

     

    Good Luck

    Kim

     

    Tuesday, December 11, 2007 11:06 PM