Is there a way to customize the "client status" page? I would like to add a line to show state return status. There doesnt appear to be a way to track the state returns using the client status template.

Forum|Forum|2 years ago
October 26, 2023
2 replies
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ProSeries Professional

This topic has been closed for replies.

dkh

Level 15

You could use the very last line of the Client Status page --- Specify other status --- enter State Return in the fill-in area

G

GLSAuthor

Level 3

Yes, but we already use that line for something else. I don't think there is another way.

IRonMaN

Level 15

It would have been helpful to mention that you are already were using that line before the flower child responded. The more detail folks give in posts, the more likely they will get a helpful answer.

Slava Ukraini!

HOPE2

Level 7

Go to homebase then ADD/EDIT custom view search whatever you want to add to your custom.

dd4vols

Intuit Community Champion

The OP was referring to the 'client status' page,,,,,....not a custom view in the different tax form modules

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