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Notes not saving
Posted: Wed Apr 24, 2019 5:19 pm
by Kmyers1730
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!
Re: Notes not saving
Posted: Thu Apr 25, 2019 11:43 am
by NoahBaldwin
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.
Re: Notes not saving
Posted: Thu Apr 25, 2019 12:53 pm
by Kmyers1730
Ha! You are correct! How I didn't know that after YEARS of being a provider, I do not know
. Thank you!