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Merge Contacts

Question asked by PeterLorenzo on Nov 4, 2013
Latest reply on Nov 4, 2013 by PeterLorenzo


Merge Contacts & Invoices databases


     I have 2 databases I currently use.

     Contacts - all detailed information on every client we have.

     Invoices/Customers - all invoices, and then also the clients we have billed.

     When we get a new client, I have to enter info into both databases.  So I am doing the same task twice.  Is there a way to combine the 2 databases so I can have the detailed contact database as my client list in invoices?  Thanks.