Noticing a bug where when I type in information in the contacts field of a note I can type something in, navigate away, come back and the field is empty
the search for tags only seems to work on the first level of the tags toolbar thing (not sure what to call it) but as you go further down the tree, search stops working
It'd be nice if survey answers displayed in numerical order within a note. I've noticed this was fixed recently in the survey preview upload, but not in the note itself
Thanks, Erin! I though I responded to the trash question via the in app chat, but I did check and the information isn't in the trash. Any options to recover that data would be really helpful - thanks!
Hi,
I woke up this morning to one of the fields in my contact database having been deleted. There's two problems:
1.
There's no audit trail to see when this happened/how
2.
I checked your help content and it says managers can create and edit fields on people but I just validated with a coworker who has contributor access that they can also add and delete fields in the contacts. This is very problematic for us and we want to lock it down so ONLY managers can add or edit fields in Contacts.
My main questions:
1.
Is there any way to recover the data we lost?
2.
Is this a bug or is the help content wrong?
3.
How can we lock down field editing permissions on contacts immediately?
is there a way to add a contact to a note that's not generated from a transcript? I uploaded some survey results and would like to add the contact to the survey so I can add the contact info from the note. I don't see a way to do that