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- Does anyone know how to update "Next Step" for a client in the Homebase view?
Does anyone know how to update "Next Step" for a client in the Homebase view?
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RichardS77
Level 4
09-19-2022
05:05 PM
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Does anyone know how to update "Next Step" for a client in the Homebase, EF Center view? Although, in some cases it's noted as "E-file Complete". But I would like to enter why it's not completed.
Thanks
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dd4vols
Level 10
09-19-2022
07:44 PM
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click on the column heading NEXT STEP
might have to do it twice to get to the unfinished returns
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