RichardS77
Level 4
09-19-2022
05:05 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Does anyone know how to update "Next Step" for a client in the Homebase, EF Center view? Although, in some cases it's noted as "E-file Complete". But I would like to enter why it's not completed.
Thanks
Labels
