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Unable to save Client

Dave Blake avatar
Written by Dave Blake
Updated over 2 weeks ago
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The two primary causes of this error are:

1. When an account is being added with a Salesforce Account ID that already exists in the system.

Troubleshooting: Please check the Salesforce Account ID and see if it is already in use.

2. Saving a Client who has not yet had a SuccessCycle selected.

Troubleshooting: Select a SuccessCycle for this Client

If you're still unable to resolve this issue, please reach out to support@clientsuccess.com

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