Notes are NOT saved when an activity is accessed by multiple users!!!
We have multiple users and if by change two users access the same activity, only the notes, edits/changes are saved by the person that hits save first. If the both user can not enter while another user is accessing the activity then an alter MUST pop-up to signify this is a "READ ONLY" because IMPORTANT records are being lost and have been for years because we have been given the run around about the cause of this being anything but the simply truth!!!
Annette Rose
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Anonymous
commented
PLEASE PLEASE MAKE THIS AVAILABLE - OUR TEAM RUNS INTO THIS ISSUE OFTEN!!!
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Ramona Dubray commented
I see this feature request is 5 years old, and has not been addressed. I appreciate so much about this CRM and the customer service is top notch, BUT we need to know that the information we enter is going to be saved. My office will lose countless minutes over the course of a day having to confirm the information they entered was saved. This adds up to days of lost productivity over the course of a year.
Please either create a banner that says shows the name of an employee that has it open or make it read only so that crucial information is not lost.
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Sandra
commented
If you could replicate the technique of Microsoft that would be extremely helpful. For example, if two users are in a single document, you can see everyone that has it open and see live changes. Most users appear to add notes directly to an activity description rather than in the "notes" section because it is easier to view and keeps everything in one place rather than individual notes posting to a contact record that might be confusing standing alone. Even just modifying the notes section of an activity and making it more like a comment section that doesn't post to the contact until the activty is complete could possibly resolve this issue.
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Anonymous
commented
I agree that when I open an activity and it is already opened by another user it is IMPORTANT for a message to appear to signify this is a READ ONLY activity record. This would be valuable to be resolved immediately.
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Annette Rose
commented
We have been losing notes that could cause great issue for record retention, this is very important to get resolved immediately.