Kathi_at_Intuit
Employee
05-08-2020
09:54 AM
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Thank you for stopping by the community and posting a question. Lacerte is not able to add a Notes column to the Client List. What you would be able to use in Lacerte is a Custom Filter, Client Notes, or Sticky Notes. Please see these knowledge bases about them:
Creating a Custom Client Filter
https://proconnect.intuit.com/community/help-articles/help/creating-a-custom-client-filter/00/4032
Creating Client Notes
https://proconnect.intuit.com/community/help-articles/help/creating-client-notes/00/4277
Sticky Notes - Intuit Academy
https://www.youtube.com/watch?v=DJhPRfdcopU
Using Sticky Notes
https://accountants-community.intuit.com/articles/1858521-using-sticky-notes