4. Managing Returns in List View
Learn how to manage return cards in List View, including statuses, due dates, assignments, notes, payment status, and On Hold options.
Other videos in this category:
Learn how Drake Workflow organizes returns by tax year, stage, and status, and how work items and color indicators help you monitor return progress.
Learn how to customize Board and List views and use search, filters, and prioritization tools to focus on the returns that need attention.
Learn how to access client details, next actions, Drake Portals features, notes, activity history, and staff assignment history in Workflow.