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Losing notes

New Member
Posts: 1
Country: United States

Losing notes

I keep losing notes that I put in my customers records.  Any idea why?  I'm saving records before I look at new people...  Is it a problem with my program?
Copper Contributor
Posts: 11
Country: Uk

Re: Losing notes

Hey,

 

A couple of simple things to try:

make sure you select all users at the top od the notes screen

and that all notes are public.

 

It sounds more like a user misuse rather than a program issue. Tho runing an update would do no harm

 

Rich