Specialize filtering/sorting with Clients
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Our firm is trying to grade our clients on a complexity scale (1 to 15) It is easiest to assign during tax season. Other than "custom filter" which we use for another reason, does anyone have an idea of where we might assign this code in Lacerte to sort clients across all programs?
Answer
If you don't use Lacerte for invoicing, you might try something on Screen 5.1. Looks like "Total Fee" and "Prior Year Fee" are both filterable, and since it proformas to the next year, you could see whether people were moving up or down.
If you use a numeric client number, and have empty spaces, and don't use REP, you could code it in there.
If you use Client Tracker, you could put it in the points/note field, and sort by that, but I think you might end up with a manual workaround to get the other information you need.
Phoebe :)
Comment
I can't think of anything other than what allyphoe suggested