Hi [email protected] , welcome to the Community!

If the References are specific to that Client, open the Client Information (where you would find the Client name and address), click on References on the left hand menu, use the WHITE plus sign to enter a new Client specific Reference.

If you need to use References from a common list such as UTBMS L Codes, then I do that a different way via a 'type the list once and share it' methodology.

Nancy Duhon, Esq.
Duhon Technology Solutions, LLC
Master Certified Consultant for Sage Timeslips
Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
404-325-9779
[email protected]