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flangecpa
New Member

Moving Clients to Non-Clients in DMS

2/26/08 4:14 PM
Total Views: 921

We just started using DMS in late 2007 with an eye toward going totally paperless during our 2008 tax season. So far so good. There are definitely some kinks to work out but... here's the question:Is it possible to move a client listed in the "Clients" section into the "Non-Clients" section without having to setup a new client folder?Anyone

 
 
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All Replies:  Answers (1)  
Chris_Intuit
New Member
Rating 0

Answer

2/27/08 11:59 AM

Not currently no.

 
 
 
 
 
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