Level 15
12-07-2019
09:05 AM
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You can "Edit Client template" to have certain boxes checked automatically for any new clients...it wont work any current clients though, only new ones.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
From a regular Homebase View, click Tools > Edit Client Template and choose which return type you want to edit.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪