Information does not autosave when adding new insurance

[silverbiller]

My office is just starting with Crystal so I've been adding new insurance companies but I feel I must be missing something and doing it wrong. I searched all over the forums but I cannot find an answer.
I go to Admin >Insurance>Add New Insurance button>then type in the name, address, phone number, etc for the insurance company in the Info tab and any necessary information in the CMS Form tab. Then I press the Add New Plan button and repeat the process with the individual plan information.
Unfortunately all of the information disappears completely from the Information tab and CMS Form tab for the Insurance Company as soon as I click to add another insurance or plan or leave Admin and open a different function such as Billing. (So far the entered information for the individual plan remains.) I have tried waiting a minimum of 30 seconds after entering the information in case it was a timed save and I have also clicked back and forth from the Information to CMS Form to the other tabs in case it needed to be sort of "re-set", but nothing has been working.
What am I doing wrong? How do I get it to save? I already find it pretty tedious to enter the addresses twice if the insurance company and plan are the same instead of having a duplicate or copy button like I did with Officemate which we used previously. Actually side note, is there a way to do that that I just wasn't shown in the training? 
Thanks for any help! I'm loving the Forum option for Crystal, I've already found several answers searching the existing threads.

[KizerOpt]

From what you describe, it sounds to me like you may be overwriting your original info with the new info. I would look there first, because the page should autosave. Check that under File at the top of the page. If this doesn't solve the issue, contact Crystal support for help. Good luck

Karen

[tag701]

Under File (at the top of the screen) - make sure AutoSave is checked.

[silverbiller]

Thanks for the replies. Yeah, auto-save is checked & I've even tried clicking save or pressing F2 every time I enter the new information before changing screens or entering a new insurance but for some reason no matter what I do the insurance company saves as an insurance company but it will not save the address/phone number/fax number....nothing saves except the insurance company name. Then I can enter a new plan and everything will save in all areas of the plan. But essentially when I select the insurance company and "No Plan Selected" from the drop down boxes only the insurance company name in the top box is filled in, no matter what I've entered before. It's only when I select the plan that it shows the address/phone, etc as populated. I just don't understand.
I've set up a meeting with our rep though in hopes that he'll have a resolution. If I get one I'll come and note it here so that anyone with a similar situation in the future will know the fix.

[silverbiller]

Just wanted to come back to say that I finally figure out how to make this work. After entering all the information for a new insurance company I have to completely click out of that tab & go into Billing or Tasks or Schedule, etc at the top & then go back to Admin and Insurance & then all the information for the insurance company will be there. Then I can go into that insurance company & create a new plan and it will then populate the plan correctly and not overwrite it. I didn't like Officemate very much but getting used to all these strange nuances in Crystal is proving a bit trying.

[KizerOpt]

Jul 29, 2019 14:02:39 GMT -6 silverbiller said:

Just wanted to come back to say that I finally figure out how to make this work. After entering all the information for a new insurance company I have to completely click out of that tab & go into Billing or Tasks or Schedule, etc at the top & then go back to Admin and Insurance & then all the information for the insurance company will be there. Then I can go into that insurance company & create a new plan and it will then populate the plan correctly and not overwrite it. I didn't like Officemate very much but getting used to all these strange nuances in Crystal is proving a bit trying.

Glad you were able to make it work. I don't think that's exactly HOW it should work, but we have to do the same thing adding inventory, so yes, I can see that being the case. 

Karen