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

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

1 Comment 1
dkh
Level 15

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.

 

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