Hey@ChristieAnn ,@JessT,@BettyJaneBThank you so much for your responses and patience but allow me to present one last query for this thread (I hope it's my last...
@ChristieAnn Thanks ChristieAnnWhat happens if the client cancels their subscription, could I then add them and retrieve their information?Forgive me for these ...
@JessTThank you for your response.So, there's no way to exit the firm I'm already in?Also, there's no way to give this client a discount? Honestly, they are con...
@BettyJaneBThanks for your response.Can you point in the right direction to leave the current firm I'm in and then create my own?Also, I want this client of min...
