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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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Edit "Clients" Screen
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molliemm9
Level 2
12-21-2021
12:11 PM
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I'm pretty sure the answer is "no" but just in case, is there a way to edit the "Clients" screen to change the default sorting of client names?
Proconnect automatically sorts individual clients by their first names but then presents them as last name, first name. This offends my sensibilities enough to post about it on here, so that's something.
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George4Tacks
Level 15
12-22-2021
06:32 PM
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Are you saying that you think things should be consistent and INTUITive? 😁
Your INTUITion is correct. There ain't no way for you to change the sorts, other than to click on the top of column to change A-Z into Z-A
Answers are easy. Questions are hard!
