Answered

Notes erased in Events

Hello

I've recently been experiencing an issue regarding notes written in the Events page. I create an event for each sales call and take notes within the events page. When I then create an event report, half of my notes I have written have been deleted from the events. Has anyone else experienced this problem, and is there a way to fix it? It only started happening about a week ago, but I never had a problem before then.

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3 comments
  • Hey Allen,

    Are you adding the new event within the record or on your calendar? And, is it that they just don't appear in a specific report or are not to be found anywhere in your Insightly Account? 

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  • I am adding the event within the record, and also ensuring that they are linked to the correct organization in the calendar. The notes just disappear completely from the insightly account when I go to create a report.

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  • Hey Allen,

    Can you provide me with the specific report time you try and create when you notice the information missing? If you have some screenshots of missing information you can share that will be great. 

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