coralli
Level 2
01-19-2021
02:58 PM
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We keep a lot of important and reminders under client missing information but that information does not transfer over (2019 to 2020 ProSeries) Is there a way to print a report with all of this information, rather than opening each client one by one?
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dkh
Level 15
01-19-2021
03:26 PM
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Suggestion: use "Client Status " to track important reminders. The bottom of the page has Current Year Comments and Permanent Comments. The Permanent Comments will transfer forward each year.
