Hello, i have a small problem with adding notes to clients accounts. During credit control i add in note for each client however, if i log in on a different computer some of the notes disappear but are there when i log back in on my computer.
Have you any ideas on how to fix this.
Thanks Sarah
Hi Sarah,
That’s strange! Can I just confirm that you are entering the notes at the bottom of the client detail screen?
Also are you logging into both machines using the same user login credentials? If need be I will take some additional information on your account and investigate further for you.
Yes I am adding them in that screen but when I log in from a different computer that don’t show up
I’ll send you a private message now to gather some more information. Look for a green notification in the top right hand corner.
