I need to add a column in Home View regarding how I sourced the client...via flyers, newspapers, emai, postcard, web serach, monthly magazine

[Westchester Tax Professionals]

I need to add a column in Home View regarding how I sourced the client...via flyers, newspapers, emai, postcard, web serach, monthly magazine

[dkh]

I suggest using the Client Status Worksheet - last line "Specify Other Status".  You can type in anything you want there.  Then add "Client Status" as a column in your view.