QBP: Ability to create Clients from the Create Project page (edited)

Dick_Davis
Dick_Davis Member ✭✭✭✭
edited January 2 in Quicken Business & Personal Feature Requests

In the above version of Simplifi Business and Personal, the program does not allow for clients to be added from the Project creation screen. Request that new client information should be able to be added from the Project creation screen.

Project Creation B4 Current Date Screenshot 2026-01-02 164109.png

Dick Davis

Wanting to Migrate from Quicken Classic Premier to Simplifi

Tagged:
1
Up Down
1 votes

Active · Last Updated

Leave a Comment

Rich Text Editor. To edit a paragraph's style, hit tab to get to the paragraph menu. From there you will be able to pick one style. Nothing defaults to paragraph. An inline formatting menu will show up when you select text. Hit tab to get into that menu. Some elements, such as rich link embeds, images, loading indicators, and error messages may get inserted into the editor. You may navigate to these using the arrow keys inside of the editor and delete them with the delete or backspace key.

Comment As ...

Categories