Swedegirl
Level 2

I am new to ProSeries and I am customizing our Homebase view according to our firm's needs.  We do use a Client Number as returns come in to the office.  I see there is a selection for that on the Hombase View, however where does that information get populated from?  Or can I enter that information somewhere?  Any help would be appreciated.  I am used to ATX where I can manually enter a number.

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