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    EMAIL ADDRESSES ON HOMEBASE

    OzNY
    Level 3
    ‎12-03-2022 10:10 AM

    How can I display clients email addresses on the homebase view

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    2 Comments 2
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-03-2022 11:13 AM

    From a regular Homebase View (not the EF Center), top tool bar HOMEBASE > Add or Edit Custom Views

    You can remove or add whatever columns you'd like.


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    jaybird2
    Level 2
    ‎01-29-2024 04:46 PM

    I do not have the add or edit custom views on my drop down list and I do not have a gear in the upper left.  Yes I am on the 1040 tab, not the EF center tab.  Now what do I do?

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