Does anyone know how to update "Next Step" for a client in the Homebase view?

RichardS77 · ‎09-19-2022

Does anyone know how to update "Next Step" for a client in the Homebase, EF Center view? Although, in some cases it's noted as "E-file Complete". But I would like to enter why it's not completed.

Thanks

dd4vols · ‎09-19-2022

click on the column heading NEXT STEP

might have to do it twice to get to the unfinished returns

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Does anyone know how to update "Next Step" for a client in the Homebase view?

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