Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

How do I change the individual client list to show it alphabetically instead of by client number?

Nancy Pearson
Level 1
 
0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

3 Comments 3
sjrcpa
Level 15

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

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

thank you.

0 Cheers