How to Print The Client Telephone List

Wed, Oct 27, 2021 Desktop Program, Printing, Tax Returns / Forms

The Client Telephone List contains a list of clients' names and phone numbers.

Steps to generate a Client Telephone List in the program

From the "Work In Progress Summary" (WIP) the top menu
Select Reports > Client Lists > Client Telephone List.
Select the desired sorting and grouping options.
Select either:
- The Quick View Button to display the list on the screen.
- The Print Button to send a copy to the printer.