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Act Losing information from opportunities.

New Member
Posts: 1
Country: United_Kingdom

Act Losing information from opportunities.

Hello

 

We have a very major error with act within opportunities, we have redesigned the page and we have an added an addition tab that hold many “Date” fields to state when a task was complete e.g Quotes requested, client chased etc etc.

 

Now the problem seems that my employees are completing these fields then saving then they go back to the opportunity and the information is gone.  It seems as though the bottom pane is Freezing as such and Act is relating it to another opportunity so when you think you are entering information you are not.

 

Sometimes you can be looking at the screen hit save and all the dates you just put in disappear.

 

If this problem persists I don’t feel we could continue to use the program.  Act has many downsides but losing information would be something I expect to never happen with a program of this nature.

 

Could anyone assist or had this type of issue?

 

Kind regards

New Member
Posts: 3
Country: United_Kingdom

Re: Act Losing information from opportunities.

hello can you let me know which version you are on if you go to help and about ACT! it will tell you in there then I can try and help

 

Clare