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Client ID Numbers

bbowie505
Level 3

Can you edit client id numbers without going into each individual client?

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1 Solution

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Accountant-Man
Level 13

I used the status sheet extensively, so no, you can't.

** I'm still a champion... of the world! Even without The Lounge.

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4 Comments 4
Terry53029
Level 14
Level 14

Are you talking about the client file name ? If so you can change the file name from home base view by right clicking on file name, and rename whatever you like.

bbowie505
Level 3

No, I'm talking about the client number that is on the client status sheet. 

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IRonMaN
Level 15

I don't use the client status sheet, but I would put my money on it not being able to be done without opening the client file.


Slava Ukraini!
Accountant-Man
Level 13

I used the status sheet extensively, so no, you can't.

** I'm still a champion... of the world! Even without The Lounge.