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Level 1
April 5, 2024
Question

How can I edit the gray field in the EF Center? There is a field called "next step". Can I enter info there?

  • April 5, 2024
  • 1 reply
  • 5 views

How to edit "grey field" on EF Center?  I want to place "paid or not paid" under the ne

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1 reply

Just-Lisa-Now-
Intuit Community Champion
April 5, 2024

Ive never paid much attention to that column, but it might be connected to the Client Status page, try the button at the very top of the Fed Info worksheet and see if checking a box in there changes that Next Step contents.

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