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Community Member

April 16 at 08:15 am

Deal Memo Settings [need help]
can ee edit the rating section cuz we tried to add/remove and the platform said changes saved but when you refresh no changes were made?

4 replies

Community Member

Apr 16, 2026 at 08:16

Decile Base AI

Thanks for flagging this! It sounds like a saving issue similar to ones others have reported. A couple of quick things to try:

After making changes, make sure you click the "Save changes" button before navigating away or refreshing
Try signing out and back in, then attempt the changes again

If the problem persists after those steps, we'll look into it further. Could you let us know what browser you're using? That might help us troubleshoot.

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Community Member

Apr 17, 2026 at 08:56

Hi, we tried all and we use Chrome to do it. Please help us checking it

Community Member

Apr 21, 2026 at 04:48

Hey Khiem, can I ask for a screenshot, or some additional description to make sure I understand the issue.

Are you saying you:

Create a deal memo
went to the deal memo config page
changed the deal memo config
expected the deal memo to change?

If so, the deal memo config changes new deal memos created, it won't mess with your historical memos. So if you change the config and want it for a memo, you'd just need to close that memo and create a new one.

If you're referring to a different path, please let me know.

Community Member

Apr 22, 2026 at 06:36

i add/remove click save changes
and after save changes i go to the section and the changes are not there

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