George4Tacks
Level 15

You could add that to https://accountants.intuit.com/community/lacerte-tax-idea-exchange/idb-p/604 asking to add that feature. 

The closest you can get to what I think you want is to use the Client Status selections on the left. You can also change Settings > Options > Display > to add Current Status to a column in the display if it is not there.


Answers are easy. Questions are hard!
0 Cheers