I have a couple of preparers that work in my program. How do I create a homebase view for each of them with only their clients in them?

[sandiab611]

I am using Proseries Professional. I did it last year and can't figure out how I did it. LOL

[Accountant-Man · Accepted solution]

If they are the signing preparers you can open a preparer column. I dont know if you can limit it, though.