Just-Lisa-Now-
Level 15
Level 15

I fiddled with it yesterday, not loving it either.

Homebase > Add/Edit Custom Views

I created one with just my client names and invoice amount (I didnt see the choice for the 2020 invoice amount, only prior years, so I hope that gets fixed)

Looks like you cant take a new view you've created and then edit it again, you have to start back with the default view to create new ones.

Feels clunky to me, but I'm kinda old and kind of stuck in my ways.....I'll adapt Im sure.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪