07-18-2011 04:40 PM
Is it possible to convert Premium 2011 database to 2010 Financial Professionals?
It is because we standard with 2010 Financial Professionals for all new employee and since new release is not another year away for 2012 skipping 2011. These new employees are coming in with 2011 database which we don't want to support.
07-18-2011 05:00 PM
07-19-2011 11:10 AM
I would love to upgrade if there is a new version for "Financial Professional". Our setup is server base and we needs these special field. We'll try the export and import.
07-19-2011 11:50 AM
The Export/Import isn't simple. It requires a special utility to getall the things like notes and history. Here is the link for the utility. http://www.jltechnical.com/exporter.htm