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J
Jhaberman
Level 3
May 13, 2021
Question

Client status

  • May 13, 2021
  • 1 reply
  • 3 views

How do I set up customized client statuses?  I have my own statuses that I like to use to track my practice and each client.

This topic has been closed for replies.

1 reply

dkh
dkh
Level 15
May 13, 2021

Are you referring to customized HomeBase  or  the Client Status page within 1040 program?

HomeBase customized settings -  click on Sprocket in upper lefthand corner of HomeBase

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