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How to ascertain clients in home base from A-Z

tomstax
Level 1

how to put clients in alphabetical order a-z

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IRonMaN
Level 15

Click on the column heading for client name.  It will sort them alphabetically.


Slava Ukraini!

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3 Comments 3
IRonMaN
Level 15

Click on the column heading for client name.  It will sort them alphabetically.


Slava Ukraini!
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Just-Lisa-Now-
Level 15
Level 15

Sometimes my regular 1040 view gets all scrambled up (for no good reason) and clicking the column heading doesn't alphabetize anything (I think it puts them in order of transfer or last modified or something...its not alphabetically, that's for sure)....have to close the program and reopen it and then it remembers how to alphabetize again.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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TaxMaam
Level 3

Closed it reopened it... clicked Client Name heading... still not alphabetized. 😕

Run Homebase Tune Up and it  works.

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