Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
March 12, 2021
Question

Can I add customised columns to my client lists. So I can know certain actions have been done like a form sent etc?

  • March 12, 2021
  • 1 reply
  • 1 view
No text available

1 reply

Zac Product Champion
Level 1
March 12, 2021

Hi Anna-TheThoughTP, 

 

Thank you for reaching out and welcome to our community!

 

The function of adding additional columns onto the client lists is actually not available at the moment. However, you can see the form sent status by clicking into the customer and look at the transactions list. 

 

Please let us know if you require any additional assistance.