Search in multiple databases
I have access to 2 databases because our advisors are on 2 teams. Please make it so I can search (or better yet - have access to) both databases at the same time. With 5 advisors in the office, there are times when clients call in and are not sure of the advisors name, maybe because they are a beneficiary or POA, or maybe they have forgotten (not good with names) or are new clients, so if I look up the contact name and it is not in the current database, I have to switch databases to see if the client is in the other database. Also sometimes people call our office and they are looking for an advisor in another office (on the other side of town) I can't give them the other office number until I check both databases to verify if they are our clients or theirs. If it is not possible to access both databases it would be helpful to see which database I am in displayed in the top bar, right now the only way to see is to click on the Switch Database button.