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Rename built-in SAMPLE CLIENT in ProConnect

CPARetired

Level 1

Forum|Forum|5 years ago

May 16, 2021

Question

Rename built-in SAMPLE CLIENT in ProConnect

Forum|Forum|5 years ago
May 16, 2021
1 reply
1 view

I loaded an actual return into the SAMPLE CLIENT shell, and although the return appears to be correct I can't change the name on the dashboard. Is there a way to rename SAMPLE CLIENT?

ProConnect Tax

This topic has been closed for replies.

1 reply

George4Tacks

Level 15

Forum|Forum|5 years ago

May 16, 2021

In the left column, select Clients

For your SAMPLE CLIENT on the right is a drop down, select Edit Client

I had a little problem negotiating to the name, so I selected the address and use Shift + Tab to get to the entries

Answers are easy. Questions are hard!

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