So I figured I would start using this program while it works out its bugs and slowly migrate my company into this and spend the quality time I think its going to take to fully implement all my companies data into it.
I was in the CRM template creating my contacts and companies table and I would add one of my customers and all their data and then move to the contacts folder to enter in all the contacts and adjust attributes etc. When moving back to companies folder all data is gone. ???
Maybe im adding things incorrectly I dont know.
One thing I did do was go to the main folder of the template and tried changing a few views and data also dissapears if you change part of the main folders template.
Any help regarding how not to lose the data will be very helpful.