Notes are not getting saved for Customers in CRM

  • Resolved jithintom

    (@jithintom)


    2 years, 9 months ago

    Hello,

    The notes are not getting saved to CRM Contacts in WP ERP.
    While typing, the ‘Save Note’ button was also getting activated. But once after refreshing, the entries are not getting visible.

    Even if the note is not getting shown to the logged-in user after submitting, it is visible to the admin.

    Wordpress version 5.9
    WP ERP Version: 1.10.4

    Does this issue has something to do with the WordPress update to 5.9..?

    Thanks,
    Jithin

Viewing 3 replies - 1 through 3 (of 3 total)
  • Thread Starter jithintom

    (@jithintom)

    After exploring further, it turn out that only the contact owner can view the notes. Not even the CRM manager can view notes under contact belong to a different contact owner.

    Maybe this is the workflow for WP ERP CRM .

    Hello @jithintom,

    Greetings from WP ERP support, hope you are doing great.

    Please be informed that, Both the CRM Manager and Contact Owner will be able to view the note section. ( Here is a ref: https://prnt.sc/26xsp3l )

    However, If you are still having any sort of issue, you can reach out to the technical team. I hope they will take care of your issue.

    Have a very nice day!

    Sincerely,

    • This reply was modified 2 years, 9 months ago by Arif_me.

    Hi @jithintom,

    I am reaching out about your case with us.

    It’s been more than 30 days since we’ve heard from you, so I wanted to reach out and let you know we are going to close this ticket.

    Please feel welcome to reopen this ticket or start a new one if you need any further assistance.

    Best regards,

Viewing 3 replies - 1 through 3 (of 3 total)
  • The topic ‘Notes are not getting saved for Customers in CRM’ is closed to new replies.