What are changes made to a .csv file not getting saved?
When I edit a .csv file, then re-save it and click I am finished editing, the changes are note being saved in FYI.
This is due to a delay with syncing the .csv file back to FYI and the sync has not finished when you click I am finished editing.
- Wait until the changes of the .csv file have fully synced back via OneDrive.
- Then click I am finished editing in FYI.
The changes will be brought back into FYI.
Also, if you enable Always keep on this device for OneDrive this will avoid the issue. Refer to Step 4 - Set the FYI - My Edits folder to keep all files locally (Always keep on this Device) in How to check if the OneDrive is permanently or often syncing.
Start a free trial, navigate FYI, learn the essentials.
Access our library of video tutorials, training webinars and masterclasses.
Configure FYI, migrate your documents and onboard your team.
Setup and configure users, practice settings, manage your FYI plan and more.
Ready-to-go automations for a range of processes used in practices.
automation, merge fields, new collaborate, tasks, my imports