Question
How to set client status to show in latest date updated instead of the order in the list
In client status there are all the boxes with each prompt in order. Lets just say a client was extended, and then we received their documents 10 days later. Because "extension accepted" is further down the list, it is showing that as their status in homebase instead of "data received".
This is making it difficult to remember who has dropped their stuff off when glancing at home base.
Is there a way to set it where the client status in home base will show as what was selected in the most recent date instead of order in the list??
Thanks!
