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How to set client status to show in latest date updated instead of the order in the list

assistant1
Level 1

In client status there are all the boxes with each prompt in order. Lets just say a client was extended, and then we received their documents 10 days later. Because "extension accepted" is further down the list, it is showing that as their status in homebase instead of "data received". 

This is making it difficult to remember who has dropped their stuff off when glancing at home base. 

Is there a way to set it where the client status in home base will show as what was selected in the most recent date instead of order in the list?? 

Thanks! 

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5 Comments 5
Camp1040
Level 11

Delete the date in client status next to extension and then check the box you want, and that will show in home base.

assistant1
Level 1

The date is black so it does not allow me to remove it from Homebase

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Camp1040
Level 11
  • Open the client and then go to client status.
Terry53029
Level 15
Level 15

You are able to add a new column of your choosing. Click on "home base" scroll down to add/edit custom views, and add whatever column in the list that you want.

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Taxprohere
Level 7

Another option, in client status worksheet is the very last checkbox for 'Specify other status'.   This allows you to be precise, such as 'missing 1099s' etc, and will override any status above it.