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SORTING CLIENT MISSING INFORMATION FILES IN HOME VIEW

Level 1

I'm in homebase view and want to sort my clients by missing information. Last year, i just had to click on the red question mark. This year it doesnt work. Is there an adjustment I need to make?

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Accepted Solutions
Level 1
 

If you enlarge the column you should be able to see the sorting arrow, and the filter. Filter is a new control in TY20, you can use it to see all returns with missing info, or not.

image.png

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3 Replies 3
Level 15
Level 15

Its only Jan 13th, arent all returns missing information still?


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Level 11

The 2020 Home Base view was "fixed," so it's not really for prime time yet.

Some database thingie.

** I'm still a champion... of the world! Even without The Lounge.
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Level 1
 

If you enlarge the column you should be able to see the sorting arrow, and the filter. Filter is a new control in TY20, you can use it to see all returns with missing info, or not.

image.png

View solution in original post