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How do you transfer membership database layout, including templates (invoices, certificates, name badges, reports, etc.) from one FM licensee to another?

Question asked by brianbuff on Jan 24, 2018
Latest reply on Jan 24, 2018 by richardsrussell

We do not want the association to lose this important work as the layout and templates have been developed and refined over many years. They have a new manager with her own FM license. There must be a way to do this. I have not been able to figure it out. Does anyone have a solution? Your help would be greatly appreciated!

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