Recover from connection and save problems
Offline availability varies by workspace and action. A visible page may contain cached information and does not prove that a new change was saved.
Before you start
Sign in with your own account, select the right business and branch, and check that your role can open the relevant area. Some features require an enabled app and available plan resources.
Follow these steps
- Keep unsaved text or references available and inspect the connection and save state shown on screen.
- When the connection returns, reopen the existing record before resubmitting a state-changing action.
- If the result is still unclear, use support and include the affected record and time. Never repeat an uncertain payment simply to test connectivity.
Check the result
Reopen the saved record and compare it with the change you intended. A closed window or a success-looking preview is not sufficient confirmation.
If something is not working
If access is missing, ask the owner to review your role and app availability. If saving fails, retain your input, check the connection and inspect the saved record before retrying. For a payment with an uncertain result, check its existing status before initiating another payment.
Availability & important limits
Use only the controls available in your workspace. Availability depends on permissions, enabled apps, your plan and the current environment. This guide does not enable a disabled feature.