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- How to list Preparer info and other fields on Client Analyzer Queries? View is very limited.
How to list Preparer info and other fields on Client Analyzer Queries? View is very limited.
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Multiservicios
Level 1
09-09-2021
11:29 PM
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I need to know Preparer's name and other fields when looking at queries. View is very limited.
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1 Comment 1
dkh
Level 15
09-10-2021
07:48 AM
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Have you tried creating a custom HomeBase View instead of using Client Analyzer Queries?
There a many column heading options including Preparer. I've have several views I use to assist me.
