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Level 1
March 6, 2023
Question

In home base view or ef center view, can you start to type the client's name and it takes you directly to their fileand not have to scroll down to find it?

  • March 6, 2023
  • 3 replies
  • 17 views
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3 replies

IRonMaN
Level 15
March 6, 2023

What happens when you try?

Slava Ukraini!
dkh
Level 15
March 6, 2023

No, it's not like Quickbooks.   Although sometimes I forget and try to make it happen.

Just-Lisa-Now-
Intuit Community Champion
March 6, 2023

Alt +F11 you can type the client name in, you'll get their client info, tax info, and a button to open their client file.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪