Hi all - thanks for your responses. I’ve been testing and trying to figure it all out. I am using the mobile app but I haven’t done much editing on it yet. Also I am the only user on my account. Part of this issue is probably user error, which is this: I sometimes set myself a task to follow up with a sales lead, then at some point later I log a call or email, and click the button that says “Create note and complete task”.
So yeah, we used to call that an RTFM error. However I’m not sure that this was the only cause of this issue so I’m still intermittently testing it.
More to come!