Hi, Monique,

Please try the following:

As soon as you open SalesCQ, either open the Customers grid or the Inquiries | Customers grid.

Next, open any customer record then (you don't need to make any changes) close the customer record again.

Now, if you go to the Prospects grid and open one of the Prospects you previously assigned a new Tax Status to, does it display the Tax Status you assigned previously or a blank?

If you were to create a quote for this prospect, does the correct Tax Status display or a blank?

Please let me know. Thanks,