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ACT for Web 2008 udf data moving to a different contact record

Copper Contributor
Posts: 52
Country: USA

ACT for Web 2008 udf data moving to a different contact record

Our client has 3 different users who say data they have entered to a user defined field is showing on a different contact record.  I doubt this is user error.  They tell me it happens several time a week.  

 

Anyone experienced this?

 

Thanks - Mike

Michael Johnson
First Plan
ACT Certified Consultant
ACT Premiere Trainer
503-221-2020
www.firstplan.com
Moderator
Posts: 4,395
Country: USA

Re: ACT for Web 2008 udf data moving to a different contact record

Are these permanent changes?  Does it happen on the same fields each time?

Copper Contributor
Posts: 52
Country: USA

Re: ACT for Web 2008 udf data moving to a different contact record

Hi David -

 

The client told me she entered data in several UDFs on a custom tab and then looked up another contact, without first clicking the save icon.  The data she had entered showed up on the second contact's record.  The fix is to click save, but users are unreliable...

 

Mike

Michael Johnson
First Plan
ACT Certified Consultant
ACT Premiere Trainer
503-221-2020
www.firstplan.com