info11

ProSeries Tax Idea Exchange

Submitted by on ‎07-31-2020 01:47 PM

Would be nice to scroll to a client's name by typing a letter or letters. 

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Comments
Just-Lisa-Now-
Level 15
Level 15
‎07-31-2020 02:51 PM
‎07-31-2020 02:51 PM

If you click on Homebase on the toolbar and choose List instead of Details, it will pop you to the client once you start typing their last name.....you dont get all the column details in List view though.

info11
Level 2
‎08-20-2020 05:53 PM
‎08-20-2020 05:53 PM

That is OK, but then you can't see any other detail on Home Base.  Thanks for Idea.

Anonymous
‎06-29-2022 01:59 PM
‎06-29-2022 01:59 PM

Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.