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Articles in this section

• CLO - How to Delete a Return

• CLO - How to Print Checks

• CLO - Sending a Remote Signature Request

• CLO - Configuring Restricted Fields

• CLO - Running a Custom Report

• CLO - Running a Quick Report

• CLO - Using User Status Codes

• CLO - Capturing the Preparer Signature

• CLO - Adding a Widget

• CLO - Setting Defaults

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CLO - Configuring Restricted Fields

1 year ago

Updated

Users can lock fields in CrossLink Online by restricting the field.  Restricting a field on a form or worksheet within a tax return will prevent users from being able to fill it out. The only login that can see all fields will be the EFIN/Office login.

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