Question
Custom Filter - Client Status
I am trying to create a custom filter based on the client status. I would like to see all tax returns with a status that does not equal "filed".
When I try to create the custom filter and then the custom group specifications, I try:
Category - Client status
Field - Current status
Compare - Is not
But no Value pops up and I cannot enter a value. Am I picking the wrong category/field?
Thanks in advance!
