dkh
Level 15
01-28-2023
08:00 AM
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Have you changed your HomeBase view to include a column for Date Organizer Sent ? And as @Skylane said - you will need to enter that date on the Client Status worksheet. If you rely on just the Client Status column on the HomeBase view, it will say Transferred until you change info on the CS worksheet.
I love my Client Status worksheet. I have my HomeBase view set to display many of the lines from CS worksheet..... Date Organizer Sent, Received Client Data date, Date Billed, etc