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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Outreach(Lead) Log Not...
Microsoft Dynamics CRM (Archived)

Outreach(Lead) Log Notes not saving when clicking "Save and Close" First time

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Posted on by Community Member Microsoft Employee

Hi Experts,

Outreach Log Notes not saving when clicking "Save and Close".

This issue is happening only the first time when someone enter Notes and don’t hit Done button or click outside notes window. On the subsequent updates it’s not happening. 

Below are the steps which I performed.

  1. I created an outreach and saved it so that Notes gets enable.
  2. Entered the notes title and description and then hit "save and close" - Notes not saved
  3. Opened the same activity and did same as I did in 2nd step and this time it worked.

Please suggest.

*This post is locked for comments

  • Suggested answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: Outreach(Lead) Log Notes not saving when clicking "Save and Close" First time

    Alt + S DOES NOT work for the Notes entity.

    You must click on Done button in the Notes section to be able to add a note to a parent record.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Outreach(Lead) Log Notes not saving when clicking "Save and Close" First time

    I am getting no error. First time when I hit- Alt+S then the form gets closed withing 1-2 seconds and note doesn't save. But when I do the same process Second time then it takes some time (approx 4-5 seconds) and notes gets saved.

  • Suggested answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: Outreach(Lead) Log Notes not saving when clicking "Save and Close" First time

    As Kokulan suggested, check if there are any errors that occurred on the form using the browser Developer Tool (F12) and share it please if any

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: Outreach(Lead) Log Notes not saving when clicking "Save and Close" First time

    Hi

    I would first check if there are any script errors on load of the page first time. Could you check in the dev tool to see if you get any error when it does not save first time

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Outreach(Lead) Log Notes not saving when clicking "Save and Close" First time

    As per my understanding, this functionality is default functionality of CRM. Just now I disabled all the plugins and workflows which we used for particular entity(in my case it's phone call entity) and still the issue is there.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Outreach(Lead) Log Notes not saving when clicking "Save and Close" First time

    Yes, it is happening for all users irrespective of roles and browsers.

  • Suggested answer
    Sreevalli Profile Picture
    Sreevalli 3,256 on at
    RE: Outreach(Lead) Log Notes not saving when clicking "Save and Close" First time

    Hi,

    I am not sure about the functionality, but it sound like - it is not working on create, check if you have trigger to log on create?

  • Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: Outreach(Lead) Log Notes not saving when clicking "Save and Close" First time

    Hello,

    Is this happening for all users having the same and different roles including the System Admin? in all browsers?

  • Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: Outreach(Lead) Log Notes not saving when clicking "Save and Close" First time

    Hello,

    Is this happening for all users having the same and different roles, in all browsers?

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