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

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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.

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

Please suggest.

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Charles Abi Khirs 3,569 on at

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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 on at

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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.
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Charles Abi Khirs 3,569 on at

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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
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Kokulan 18,054 on at

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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 on at

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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 on at

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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.
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Sreevalli 3,256 on at

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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 3,569 on at

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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 3,569 on at

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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?