Westchester Tax Professionals
Level 2
01-17-2023
08:39 AM
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I need to add a column in Home View regarding how I sourced the client...via flyers, newspapers, emai, postcard, web serach, monthly magazine
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dkh
Level 15
01-17-2023
08:43 AM
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I suggest using the Client Status Worksheet - last line "Specify Other Status". You can type in anything you want there. Then add "Client Status" as a column in your view.
