There seems to be a bit of an issue for some of us in my organisation using CRM, where we create a new phone call activity, type up a note, and then save it, only for the note text to vanish!
The phone call activity itself does save, but the 'description' box for text appears to be blank.
This is obviously a massive problem for anyone doing case work or logging phone calls to/from customers - for keeping accurate records, as much as being able to clearly see where you are up to with a customer's issue.
Has anyone else encountered this kind of issue, and if so, why does it seem to keep happening randomly? And how do we fix it?
Is the content in the description box temporarily invisible or has it disappeared forever?
If the content in the description box is visible elsewhere (e.g., by adding a description field to the view), this may be a temporary loading issue.
However, if your saved data is not visible in the dataverse, this may be a bug and it is recommended that you raise a support ticket to Microsoft for help.
If my answer was helpful, please click Like, and if it solved your problem, I hope you can verify it to help other community members find more. Please feel free to contact me if you have any further questions. Regards, Haig
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