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M
Mendel
Level 1
July 7, 2026
Question

Can you add an address field to the homebase file?

  • July 7, 2026
  • 1 reply
  • 18 views

Can you add an address field to the homebase file?

      1 reply

      ljr
      ljr
      Level 9
      July 8, 2026

      yes - there are a lot of options you can add to your homebase view. I have client address, cell phone numbers, email addresses, client status and refund /tax due as some of my columns. Go to homebase edit. I have also set up extra views with columns I just want to see so I can print that view only. (Like for status to be able to call everyone who hasn’t sent e-file sign back or list of my outstanding extensions)

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