Activity Feed
- Posts
- Replies
-
My client recently updated their email address.Please see 2 screenshots attached belowQuestion 1. How do I update the "with (email address)" portion on LINK? Th...
-
From Homebase menu, select "Export Contacts" or "Export View" to export the information for your clients. The program will generate a .CSV file containing the p...
-
<<CPAMITCHELL>>Just to confirm, are you using ProSeries 1040? If so, you must be in HomeBase View before proceeding.Then click the “Tools” menu and scroll to “O...
