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Is there a way to customize the "client status" page? I would like to add a line to show state return status. There doesnt appear to be a way to track the state returns using the client status template.

GLS
Level 2
 
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5 Comments 5
dkh
Level 15

You could use the very last line of the Client Status  page --- Specify other status --- enter State Return in the fill-in area

GLS
Level 2

Yes, but we already use that line for something else.  I don't think there is another way.

0 Cheers
IRonMaN
Level 15

It would have been helpful to mention that you are already were using that line before the flower child responded.  The more detail folks give in posts, the more likely they will get a helpful answer.


Slava Ukraini!
HOPE2
Level 9

Go to homebase then ADD/EDIT custom view search whatever you want to add to your custom.

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dd4vols
Level 10
Level 10

The OP was referring to the 'client status' page,,,,,....not a custom view in the different tax form modules 

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