russellcpa
Level 1

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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