Lacerte question for the pros out there. I am a newbie and am trying to see if it is possible to add data from a field in "Detail Client Information" to the list of Available items to add to my Individual User Options? I live in the state of Minnesota and would find it helpful to add the county information to my display screen. thank you if you can help
This discussion has been locked. No new contributions can be made. You may start a new discussion here
Settings > Options > Display > For Client View = All Clients > Look through the available to add by clicking the >
I do not see any option for the county. In Screen one is a Custom Filter you could enter the county there and get it from the list from Miscellaneous > Custom Filter.
Thank you - I will give this a try and let you know how it goes.
You have clicked a link to a site outside of the Intuit Accountants Community. By clicking "Continue", you will leave the community and be taken to that site instead.