data loss

Follow

James Nieves

• 17 August 2015 21:11

Hi I'm beginning to discover lost data from a number of my contacts. I had notes going back to 2/11/15 on one particular contact and all of a sudden I am only seeing notes only going back to 6/15 and 7/15. This is not good as I rely on my past notes when interfacing with my clients. Please advise.

James

0

• Official comment

  

  Act! Team

  • 18 August 2015 12:27

  Hi James,

  Can you please tell us where in your account you are trying to view notes? Are you trying to look it up from the Agenda section?
  After you are done editing the note do you mark it as completed?

  Thank you,
  Brittany Roberts

  Comment actions Permalink
• 

  James Nieves

  • 21 August 2015 19:50

  I view my notes under the Activity tab. I add a note every time I make contact with a customer. I type in a thorough description of the call under Details, add my text in the Subject field and click save which then gives me a date and time stamp..Brittany a have multiple records were everything is wiped out. Fortunately not all records were wiped out but a handful. Why is this happening?? I rely on my customer notes and should not have to fear any loss of data. Please look into this matter I have four accounts with you and will add another but if this will continue to be an issue I will cancel all. Thanks.

  James

  0

  Comment actions Permalink
• 

  Act! Team

  • 21 August 2015 20:01

  Hi James,

  I appreciate you taking the time to list how you are adding each note. I am going to contact our development team and get back to you as soon as possible. I do want to apologize for any convince this is causing you.

  Thank you,
  Brittany Roberts

  0

  Comment actions Permalink

Please sign in to leave a comment.