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For the custom home base views, when I select all clients, the Add/Edit custom views is grayed out. It seems you can only do custom views for a particular type ...
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Thanks for your reply. I looked through all the posts - there is still no way to customize a view for all clients. All of the posts with exporting/importing/cus...
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Hello,In prior years, I always made a custom homebase view that was sorted by Client Status for all returns. I have followed the tutorials for the custom views ...
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That's a really good point. I didn't think of that. Thanks!
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Yes, I did transfer in December so that explanation makes sense. I guess I'll have to manually put it in for every client. Always have that problem every year w...
