Axcess Tax - Error - Problems exist on one or more tabs

ISSUE:

Staff attempting to update a client number in the Client Profile and get the following message after selecting the save button:
Problems exist on one or more tabs. You must resolve all problems to save the information"
When staff select the red X on the client ID they get the following message:
"You cannot change the primary client ID. To change this client ID, first save another client as the primary client"

WHAT THIS MEANS:

Axcess does not allow for orphaned records. There is always a primary record. In the case above, staf fis trying to modify the primary record to a different ID which would leave an orphan

SOLUTION:

Enter the original client ID, without the sub-ID that needs to be changed
In the Primary Client field, locate any that note an "F". THis means that record is not a primary.
Go into the client profile record and check the box to make that record the Primary Client > Select Save and Close
Go back to the record you want to update and change the number to the desired number > select save and close