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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Hello,

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

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Charles Abi Khirs 3,569 on at

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Hello,

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

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Sreevalli 3,264 on at

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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?

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Community Member on at

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

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Community Member on at

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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.

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Kokulan 18,054 on at

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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

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Charles Abi Khirs 3,569 on at

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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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Community Member on at

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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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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.

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