Jodi91260
Level 1
06-08-2021
01:39 PM
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Lacerte question for the pros out there. I am a newbie and am trying to see if it is possible to add data from a field in "Detail Client Information" to the list of Available items to add to my Individual User Options? I live in the state of Minnesota and would find it helpful to add the county information to my display screen. thank you if you can help
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George4Tacks
Level 15
06-09-2021
01:46 PM
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Settings > Options > Display > For Client View = All Clients > Look through the available to add by clicking the >
I do not see any option for the county. In Screen one is a Custom Filter you could enter the county there and get it from the list from Miscellaneous > Custom Filter.
Answers are easy. Questions are hard!
Jodi91260
Level 1
06-09-2021
01:59 PM
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Thank you - I will give this a try and let you know how it goes.
