New data not showing
I have added three new fields into "customers". first is a yes/no option, next is a date, and finally a note. This is to keep track of customers I need to follow-up with.
On a home-screen I have a portal that is set to show any customers that have the option yes selected.
It works fine except when I add a new customer and choose yes it isn't showing them in the portal, I can go and find another "old" customer and choose yes and they show up. I have no idea what is going on!
Hope somebody out there can help!