Level 7

Question

Custom view in homebase for a special status in 2020

Forum|Forum|5 years ago
November 25, 2020
8 replies
46 views

How do I set up a custom view in homebase for a special client status in 2020 just like I did in 2019. Not liking the new homebase design

ProSeries Professional

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

I fiddled with it yesterday, not loving it either.

Homebase > Add/Edit Custom Views

I created one with just my client names and invoice amount (I didnt see the choice for the 2020 invoice amount, only prior years, so I hope that gets fixed)

Looks like you cant take a new view you've created and then edit it again, you have to start back with the default view to create new ones.

Feels clunky to me, but I'm kinda old and kind of stuck in my ways.....I'll adapt Im sure.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

clr600Author

Level 7

"I created one with just my client names and invoice amount (I didnt see the choice for the 2020 invoice amount, only prior years, so I hope that gets fixed)"

You have to use Total Fees for 2020 fees

Just-Lisa-Now-

Intuit Community Champion

Ahhh, ok. No 2020 in front of the description, had to scroll down down down to find it.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Accountant-Man

Level 13

Not liking it either. I always set up my own views, since I use dates received, delivered, and need info columns only. Eliminating unused ones is clunky.

In order to set up or later change the special view, you have to go back to the default view for that return type, click the menu to filter it, then the set up window pops up and you can go to the special view to add or remove columns.

Too many more clicks, it will take getting used to.

If you change column widths by dragging, use F5 to reset and save the new widths. I think that is working.

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

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Orlando11

Level 8

Thanks for the feedback. We'll keep iterating.

A few things that might make it a bit more tolerable:

- You can edit any view directly by clicking the gear icon in the first column

- You can use drag and drop to remove & reorder columns. Unfortunately right now it's only individual columns, but I'll see if we can enable selecting multiple.

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Ephesians3-14

Level 7

Agreed - new home base design is awful. But, it's the Intuit way. "Let's change our software interface as often as we can so that we can look edgy even though everything works just fine the way it is. It's better to make the change so that our customers will have to retrain their employees."

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Orlando11

Level 8

I understand the feedback. I've been looking at this message from Microsoft for a few weeks thinking the exact same thing. It works fine, I don't want it to change... i don't even want to try it.

The thing is, time marches on. Outlook and ProSeries are not stand alone programs that would be fine forever if we didn't touch them. They depend on hundreds of libraries and dozens of companies that churn out new stuff and obsolete or break the old stuff. For example, Microsoft alone has introduced about 5 different UI technologies over the years, with each one having different paradigms to go along with changes in their operating systems. We have to change with them, for cost, resource and risk reasons. Along the way, we also end up having to swap out stuff from companies that went out of business. That also introduces change, and it's not economically feasible to go back and get these new things to look and act the same as always. It's also not want new customers expect.

That all being said, we strive for a balance and appreciate the constructive feedback and suggestions so that we can keep iterating. My favorite suggestion is to just transfer the custom views year over year (hopefully next year you won't even need to launch the custom view wizard). I understand many people have suggested that many times over the years.. but i look forward to seeing if we can implement that change for TY20->TY21 transfer.

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Orlando11

Level 8

Throwing ideas around..

1. This is probably not officially supported (yet), but it looks like you can setup TY20 custom views on one machine and share them on others. Just copy C:\ProWin20\HomeBase\CustomViews.xml to whatever other machines you have. You could also share across the community or we can include a library of choices. If you want to try it,

Backup C:\ProWin20\HomeBase\CustomViews.xml. (for example rename it CustomViews.backup.xml)
Copy this one there: https://intuit.box.com/s/faso32xqbywdl7139btilhfmd292w9q3

2. I think we could write a utility to help transfer TY19 custom views to TY20. You'd have to export each View in TY19, then run a utility to import them into TY20. Would that be useful?

3 & 4. I've prototyped Cloning and MultiSelection. That might help some. For cloning would you want to clone views across Form Types? For example take a 1040 custom view and clone it as a 1041 view?

J

jonnis1951

Level 2

I am new to ProSeries, so I have no comments on the new VS old way of customizing views. I would like to share a custom view I have created (showing the current client status and many important status dates) with others in the office. It looks like I can do that with Homebase>Export Custom Views and Import Custom Views. Does that take ALL my views and put them in a CSV file, or just the view I am currently using?

As a newbie, please let me know if I am in the wrong discussion room, or if this question has been asked and answered elsewhere...

clr600Author

Level 7

So far they have not come up with a solution.

Last year you were able to take a specific client status and make a custom home base.

Like efile or appointment scheduled or ready to efile this year CANNOTdo that.

C

ckshea13

Level 3

I used to use different homebase views as needed to export information to EXCEL. I tried the new version for the first time yesterday and now I'm stuck with an extra "custom view" that I only needed temporarily but can't seem to get rid of. How do I delete it?

Just-Lisa-Now-

Intuit Community Champion

Dont forget to hit Save at the bottom of the window

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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ckshea13

Level 3

Thank you! That was the step I was missing...

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Intuit_hieu

Level 6

@clr600 @Just-Lisa-Now- @Accountant-Man @Ephesians3-14 @dd4vols We are looking into the enhancement of the Homebase experience if possible for the next tax year. Is the experience of adding new custom view still an issue with your work flow? Please let us know. Thanks!

dd4vols

Intuit Community Champion

I still have trouble saving custom views sometimes, maybe eventually i will learn how to master it.

But I tell you what would be the GREATEST help, Instead of making us go to the top row and click on "find client' and then the little box shows up, for us to then type in that little box..........................just make that little box permanent. BTW, the find client tool started with the 2020 program, is spectacular. one of the best add-ons ever.

If an answer solves your issue, click on the "Mark as Best Answer" button! Makes it easier for people to find answers to similar questions that have already been posted.

Just-Lisa-Now-

Intuit Community Champion

I hadnt noticed the Find Client option, I'll have to look for it, save me some scroll time.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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taxes96786

Level 8

Me either because they limit where you can move the columns. I don't like their layout that won't let me move the columns where I want them.

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Intuit_hieu

Level 6

@taxes96786 could you please clarify about PS does not let you to move columns? As you can see in the attached screen recording, you should be able to move columns around. Thanks!

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taxes96786

Level 8

I put the extension filed and client status columns in Homebase before the client name list. I also move the file name column further to the right for my convenience. Why can't we move columns into this area?

S

shahinea

Level 3

I am trying to print the home base with specific headings

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