I updated the estimate form in our account , However , when my employee accesses the system using their account , they are still seeing the old version , please help us

Hi Mohamed, 

Thanks for reaching out. It's great to see you've taken the initiative to update your estimate form, which sounds fantastic. Rest assured, I'm here to help out!

It’s possible that the new layout hasn’t been set as the default for all users. Here’s a step-by-step guide to ensure everyone in your team has access to your newly updated estimate form:

1. Sign in to your account. Then start by clicking on the Gear ⚙ icon located at the top right corner.
2. Navigate to Custom Form Styles from the menu.
3. In this section, search for the updated estimate form you’ve customized.
4. Once you’ve found your newly updated form, click the dropdown arrow and select Make Default.

This simple adjustment will ensure that all your team members can utilize the latest version of the form, leading to a more streamlined and uniform process across the board. What's more, stay updated with the new enhancements added to your sales forms that help you meet your business needs. 

Additionally, for better tracking and analysis, consider running a sales and member contribution report. This will provide a detailed breakdown of your sales or contributions for each customer, donor, or member. These insights can be incredibly valuable for future planning and ensuring that all contributions are accurately accounted for.

Managing your sales should be smooth-sailing. If you encounter more questions or need additional assistance along the way, I'll be available to help in this thread. Feel free to tag me, or reach out to our active Community experts who are always ready to provide support.