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10409000
Level 4
February 7, 2022
Question

Ef Clients

  • February 7, 2022
  • 1 reply
  • 2 views

Hi, i accidentally clicked on reset view under the "EF Clients" tab and now none of my clients show, they only show up on the 1040 tab. Anyone know how to fix it back to where i can see all my clients on the "EF Clients tab? proseries basic

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1 reply

TAXOH
TAXOH
Level 10
February 7, 2022

At least in ProSeries Professional, all you have to do is flip over to any other homebase view and go back to the EF view and it will correct itself.  I'm not sure if Basic does this or not.

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