I am new to ProSeries and I am customizing our Homebase view according to our firm's needs. We do use a Client Number as returns come in to the office. I see there is a selection for that on the Hombase View, however where does that information get populated from? Or can I enter that information somewhere? Any help would be appreciated. I am used to ATX where I can manually enter a number.
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Lisa is correct - top of Client Status Worksheet allows you to enter a client number.
I set my Client Status Worksheet to pop up before I leave the file Tools>Options>General next to last section is Client Status check box Prompt to Go to worksheet when closing file
I use my client number for the file name when I save client files.
Then I can have the homebase sorted by client number - First column client name, second column file name, which is the client number.
Lisa is correct - top of Client Status Worksheet allows you to enter a client number.
I set my Client Status Worksheet to pop up before I leave the file Tools>Options>General next to last section is Client Status check box Prompt to Go to worksheet when closing file
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