Communication Save Problem
Sometimes when you customize the Communications area in Sage CRM, the communication not gets saved and returns back you on new communication entry screen from the below mentioned scenarios.
1. creating a new task or appointment through mass communications or
2. through document merge functionality?
If this is the problem of your concern, then here is the solution for the same
• Check, whether you have made any field on the “For” block of Communication field as mandatory (field level security).
What happens is, whenever you create record in communications from above two scenarios, the “For Block” is no more available, but while saving the record it considers the For block and if some fields are mandatory on this For Block it will not allow user to save the same.
• In order to resolve this, you need to trap the actions from where the new communication gets created and accordingly set mandatory criterion for the required field.