Where does the Client Number get populated from?

Forum|Forum|4 years ago
December 13, 2021
3 replies
12 views

I am new to ProSeries and I am customizing our Homebase view according to our firm's needs. We do use a Client Number as returns come in to the office. I see there is a selection for that on the Hombase View, however where does that information get populated from? Or can I enter that information somewhere? Any help would be appreciated. I am used to ATX where I can manually enter a number.

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Best answer by dkh

Lisa is correct - top of Client Status Worksheet allows you to enter a client number.

I set my Client Status Worksheet to pop up before I leave the file Tools>Options>General next to last section is Client Status check box Prompt to Go to worksheet when closing file

J

jeffmcpa2010

Level 10

I use my client number for the file name when I save client files.

Then I can have the homebase sorted by client number - First column client name, second column file name, which is the client number.

Just-Lisa-Now-

Intuit Community Champion

I think its in the Client Status screen. You can get there by the button at the very top of the Fed Info worksheet. I think theres also an option somewhere to make the Client Status screen popup automatically before exiting a client file...I dont use it, but I know Ive seen it somewhere.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

dkhAnswer

Level 15

Lisa is correct - top of Client Status Worksheet allows you to enter a client number.

I set my Client Status Worksheet to pop up before I leave the file Tools>Options>General next to last section is Client Status check box Prompt to Go to worksheet when closing file

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