CPARetired
Level 1
05-15-2021
09:30 PM
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I loaded an actual return into the SAMPLE CLIENT shell, and although the return appears to be correct I can't change the name on the dashboard. Is there a way to rename SAMPLE CLIENT?
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George4Tacks
Level 15
05-16-2021
05:11 PM
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In the left column, select Clients
For your SAMPLE CLIENT on the right is a drop down, select Edit Client
I had a little problem negotiating to the name, so I selected the address and use Shift + Tab to get to the entries
Answers are easy. Questions are hard!
