Swedegirl
Level 2
12-13-2021
09:36 AM
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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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