Call logs: "Save" vs. "Close and Create New"

đź’¬ General Discussion
1

Newbie question:

When I create a call log, what do the “Save” button and the “Close and Create New” button do? If I create a call log and click on “Save”: the screen doesn’t seem to change, and if I click on the “View Calls” tab to review the list of calls, the record does not show up. Alternatively, when I click on “Close and Create New”, nothing seems to happen to the screen, but the record shows up when I click on the “View Calls” tab.

I think this is some misunderstanding on my part. I suspect I just don’t understand the intended use case for the “Log Call” screen.

Could somebody explain to me what these buttons do. Better yet, could somebody point me to the section of the documentation that describes the best way to use the “Log Call” screen? (I looked but could not find it.)

Background: We are considering using SuiteCRM in our company; we don’t have a deployed SuiteCRM installation. My SysAdmin downloaded and installed the latest version of SuiteCRM yesterday, and populated it with the example data bundled with SuiteCRM. It is installed on a Windows desktop computer as an experiment; we will not be using this particular installation for production.

Thanks,
Chris Rygaard

2

I think you might be hitting some bug or problem in your system. I did a few test and this is what I get:

  • when i hit Save, the record is saved, and the screen changes to the detail view of the same call (fields are no longer editable, unless I click “Edit” button). This is obviously the expected functioning of a Save button…

  • when I “Close and Create New”, it saves the record, and starts a new record with the same values in the fields. It probably should be renamed to “Save and create new”.

Maybe you can check your logs to see what’s going wrong when you try to Save…