tomdcpa
Level 2

We use the client status dates for workflow and set up a custom home base view to show all the pertinent client status fields so we know where we are in the process for each return. With the 2020 software, the dates input into the client status fields do not carry over to the home base columns. We also cannot get the adjusted column widths on the home base view to save. Anyone else having these issues or know how to fix? 

 

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