Is there a way to add forms to the forms in use in the client template so they are they every time I open a new client file? I would like to add the Schedule B and the Client Status so they show up every time instead of having to add them.
Agreed, Sch B wont appear in the forms in use list until youve made an entry in it.
I just use Where Do I Enter and type B to find the form quicker than digging through any list for it.
The Client Status you can can be prompted for before exiting a client file (I think thats what this setting means)
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