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Former Member
Jan 20, 2009 at 02:31 PM

How to leave interaction record in IC Web (CRM 5.0) without saving

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Hi!

I am working with CRM 5.0 IC web client. When leaving an interaction record with "End" bottom and without saving first. Changes realized in the document are saved anyway.

How can I leave without saving the changes?

Point is: I am calling, I am saving the e.g. the status and later I find out the information given to me was wrong and I need to go back to original status, but cannot do this anymore. In CRM online I can leave the activity without saving.

Hoping for your help.

Best regards,

Cristina