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HOW TO ADD A COLUMN IN HOMEBASE VIEW IN 2022

TAXATION
Level 4

HOW TO ADD A COLUMN IN HOMEBASE VIEW IN 2022 without creating a new "custom" view.

In other words, just add the client's cell phone column as an additional column to the original homebase view

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3 Comments 3
Just-Lisa-Now-
Level 15
Level 15

I dont think you can change the stock/default view you see, youd need to create a new view.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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TAXATION
Level 4

Seems silly to have to add another view just to add the clients cell phone column.

will be having a lot of new “views”

don’t ask to send “feedback”!  Been sending feedback for years but better talking to your computer 

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Just-Lisa-Now-
Level 15
Level 15
Im not a fan of the new HB columns editing "upgrade" they made these past 2 years, but its all we have to work with....I think they should put more time, energy, money into the tax forms and function, than futzing around changing things that worked fine before.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪