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About S_Shahvar
S_Shahvar
Level 2
Products
Lacerte Tax
Experience:
1 years
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Re: How can I filter clients by a specific data field?
I had a feeling that I might be asking more than what the software could provide. Thank you for confirming though!
S_Shahvar
May 14, 2021
How can I filter clients by a specific data field?
I would like to know if there is a way to filter, display, or pull a report on clients based on a specific data entry field. For example, right now we are tryin...
S_Shahvar
2
May 14, 2021
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