Short Cut List:

·        Shift + Tab = Back space

·        Shift ? = Field help

·        CTRL + ? = Search help

·         Auto populate is only after you have already enter the Same Company Name with that Federal ID number.

·         

Misc Codes:

·        Code 1 (Financial Success)

o       CK-Y or CK-N

·        Code 2 (Client possibilities / dream)

o       My savings / ACE / Dolex / Payday / Cash & More

·        Code 3 (Client source)

o       Radio / mailer / tv / referral / BB / other

·        Code 4 (Competition)

o       HR / JH / ITS / L / O

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Perparer Forum and Q& A

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