for a few months now, we've been having issues with storing notes and tasks in Hubspot CRM. Multiple employees have reported missing some notes or tasks they have saved to a particular deal or contact. This happens occasionally - I'd say 99% it works fine, but we run in such an issue in some cases.
Is there any known bug or issues that could be causing this?
If this issue still persists after clearing cache, would you be able to replicate these steps again and record the steps you are doing to see if the same outcome occurs?
If you do not have a video recording tool, I would highly recommend using www.loom.com.
Best,
Kristen
Did you know that the Community is available in other languages? Join regional conversations by changing your language settings !