Nancy Pearson
Level 1
10-21-2020
06:50 PM
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sjrcpa
Level 15
10-21-2020
06:58 PM
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Settings, Options, Display, select "Client Full Name, last name first" and have it be the top item in the Display list
Ex-AllStar
George4Tacks
Level 15
10-21-2020
09:51 PM
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Click and hold the header for client name and drag it into the left column. Click header to sort A-Z, Click again to sort Z-A. You can do this with any column.
Here's wishing you many Happy Returns
sdsegercpa
Level 1
01-16-2021
10:08 AM
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thank you.