Notes not saving

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Kmyers1730
AllPro Expert
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Notes not saving

Postby Kmyers1730 » Wed Apr 24, 2019 5:19 pm

Hello! I just deployed a new account today, support code 3705-0, and when I was showing her how to add notes the notes would not save. They aren't tracked in the workflow timeline at all. Please advise, thank you!
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NoahBaldwin
Support Team
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Re: Notes not saving

Postby NoahBaldwin » Thu Apr 25, 2019 11:43 am

Thank you for reporting this!

We have never offered the ability to save notes when logged in as a provider. Only users within the specific install will be able to save notes.

I have tested this in version 4.63 to verify.

If your client logs into their own account, they will be able to save notes. Additionally, any users that they create will be able to save notes.
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Kmyers1730
AllPro Expert
Posts: 186
Joined: Tue Oct 07, 2014 9:23 am
Website: www.crconversations.com

Re: Notes not saving

Postby Kmyers1730 » Thu Apr 25, 2019 12:53 pm

Ha! You are correct! How I didn't know that after YEARS of being a provider, I do not know :D . Thank you!




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