Custom fields

ygarfinkel
ygarfinkel Member Posts: 5 VERIFIED MEMBER
Third Anniversary First Comment
edited 4:56PM in Sales CRM #1

I have created custom fields and they keep getting deleted

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Answers

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 139 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 5 Answers 25 Likes

    can you post a screenshot of that please? Generally, this is only possible if:

    • someone else manually deletes them
    • some automation deletes them

  • ygarfinkel
    ygarfinkel Member Posts: 5 VERIFIED MEMBER
    Third Anniversary First Comment

    She is suppossed to be connected to multiple locations "organizations" keeps deleting them

  • ygarfinkel
    ygarfinkel Member Posts: 5 VERIFIED MEMBER
    Third Anniversary First Comment

    These are general notes which typically save. I am losing the notes I write in an actual sales call. It will save the sales call, but nothing in the notes box. Here is one for example. 

    From one of my sale speople

  • Josh Buesking
    Josh Buesking Member Posts: 234 VERIFIED MEMBER
    Fourth Anniversary 100 Likes 100 Comments 5 Answers

    There's a lot going on here. I think you are confused. I see lots of notes and lots of custom fields with the same name.

  • ygarfinkel
    ygarfinkel Member Posts: 5 VERIFIED MEMBER
    Third Anniversary First Comment

    Prior to the updates you made we had success for years this way. What should I do if I want to connect my people to multiple locations

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 139 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 5 Answers 25 Likes

    People in multiple locations - what is that and how it is related?

    Maybe shoot a short loom showing how you save an activity with a note and its not showing up in the activity after that.