Follow‑Ups Not Saving — What to Check

If a follow‑up reminder isn’t saving, try these steps.

1. Missing date

A follow‑up must have a date selected.

2. Invalid characters

Avoid special characters in the follow‑up note.

3. Browser extension conflict

Extensions like form fillers or script blockers can interfere.

Fix: Try disabling extensions temporarily.

4. Session timeout

If you were inactive for a while, your session may have expired.

Fix: Log out and back in, then try again.