Troubleshooting and Fixing Visibility Issues with Account Notes in Vitally
If you are unable to view your account notes in Vitally, the issue is often related to filters or device-specific factors. Follow this guide to troubleshoot and resolve note visibility problems.
Common Causes of Note Visibility Issues
Filters Active in Notes View: Filters may inadvertently hide visible notes.
Browser Cache or Cookies: Cached data may interfere with updates.
Device or Browser-Specific Behavior: The problem might be limited to a specific device or browser.
Troubleshooting Steps
1. Check for Filters
Filters in your notes view can hide or limit the display of notes. To address this:
Look for a filters icon in the top-right corner of the notes view in your account.
Review the active filters, such as the 'deleted' filter. If any are selected: - Untick or clear the filters.- Refresh the page to see if the problem persists.
2. Clear Browser Cache and Cookies
If clearing filters doesn’t resolve the problem:
Clear your browser's cache and cookies. This process removes outdated, cached elements that might be interfering with the display.
After clearing, restart the browser and return to the notes view.
3. Try Different Browsers or Devices
If visibility issues remain unsolved:
Check if the problem occurs on another web browser.
Test the issue on a different device to determine if it’s hardware or software-specific.
Ask team members if they experience similar issues to rule out account-level problems.
Additional Notes
Visibility issues are often tied to cached filters, so always ensure filters are cleared and your browser is up-to-date.
By following these steps, you should be able to identify and resolve issues with account notes visibility. Regularly checking your filters and browser settings can also help prevent similar problems in the future.