ljr
Level 9
15 hours ago
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do you use the client status? if not, the last time is other status - you could type new and then you can sort homebase by client status.
We use the status for missing info, efile signatures needed, etc so I track new clients outside of proseries.
We are supposed to put NEW when we take the client basic info and setup the appt in the calendar. Sometimes we forget so would also compare this year homebase to last year homebase looking for new name.