Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- Client status
Client status
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Jhaberman
Level 2
05-13-2021
12:10 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
How do I set up customized client statuses? I have my own statuses that I like to use to track my practice and each client.
Labels
This discussion has been locked.
No new contributions can be made. You may start a new discussion
here
1 Comment 1
dkh
Level 15
05-13-2021
12:55 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Are you referring to customized HomeBase or the Client Status page within 1040 program?
HomeBase customized settings - click on Sprocket in upper lefthand corner of HomeBase
Related Topics
