russellcpa
Level 1
08-11-2020
01:27 PM
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I am trying to create a custom filter based on the client status. I would like to see all tax returns with a status that does not equal "filed".
When I try to create the custom filter and then the custom group specifications, I try:
Category - Client status
Field - Current status
Compare - Is not
But no Value pops up and I cannot enter a value. Am I picking the wrong category/field?
Thanks in advance!
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