02-18-2013 12:18 PM
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!
02-18-2013 05:41 PM
02-19-2013 08:05 AM
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.