Jhaberman
Level 2
05-13-2021
12:10 PM
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How do I set up customized client statuses? I have my own statuses that I like to use to track my practice and each client.
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dkh
Level 15
05-13-2021
12:55 PM
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Are you referring to customized HomeBase or the Client Status page within 1040 program?
HomeBase customized settings - click on Sprocket in upper lefthand corner of HomeBase