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coralli
Level 3
January 19, 2021
Question

Can you print a report of all clients missing information/notes?

  • January 19, 2021
  • 1 reply
  • 11 views

We keep a lot of important and reminders under client missing information but that information does not transfer over (2019 to 2020 ProSeries) Is there a way to print a report with all of this information, rather than opening each client one by one?

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1 reply

dkh
dkh
Level 15
January 19, 2021

Suggestion:   use "Client Status " to track important reminders.  The bottom of the page has Current Year Comments and Permanent Comments.   The Permanent Comments will transfer forward each year.

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