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Level 1
September 10, 2021
Question

How to list Preparer info and other fields on Client Analyzer Queries? View is very limited.

  • September 10, 2021
  • 1 reply
  • 8 views

I need to know Preparer's name and other fields when looking at queries. View is very limited. 

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1 reply

dkh
Level 15
September 10, 2021

Have you tried creating a custom HomeBase View instead of using Client Analyzer Queries?  

There a many column heading options including Preparer.  I've have several views I use to assist me.