Just-Lisa-Now-
Level 15
Level 15
Long time users of the ProSeries program have learned not to transfer all clients in until closer to mid January...seems like each year there's some kind of annoying glitch that happens with early transferred returns.

I personally only transfer a client file in as they come in for their appointment, it avoids any early transfer glitches and keeps my Homebase at a manageable size, only returns "in motion" appear and I don't have to scroll up and down the list so far.  Everyone has their own system though!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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