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

Level 2

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 Comment 1
Level 15

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.