lyndaj0331
Level 4
02-15-2021
11:35 AM
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All clients that i have transferred are listed under the 1040 tab, but on the EF Clients tab, it is distorted; names are missing, but the other columns are visible.
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Royals and Chiefs
Level 2
02-15-2021
12:34 PM
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We've had that issue occasionally. Try going to the homebase tab at the top and clicking on the reset current view or the refresh view. It has worked for us.