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Client List Categories ARE NOT SAVING going between 2 databases HELP

New Member
Posts: 2
Country: USA

Client List Categories ARE NOT SAVING going between 2 databases HELP

My sales reps are having issues with going back and forth between their 2 databases, the categories when inside the "Client List' are not saving when going back and forth. 

 

Please let me know how I can get the layout to save inside the 'Client List' THANK YOU!

 

Jason

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Client List Categories ARE NOT SAVING going between 2 databases HELP

New Member
Posts: 2
Country: USA

Re: Client List Categories ARE NOT SAVING going between 2 databases HELP

Thank you for the reply!!! Their are sales reps, they use one to enter their prospecting leads only, and another to monitor and tab their client followups and information, the forms are completely separate and there is no way to manage the number of entries within the same database.