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Client Manager


Topic Replies Activity
About the Client Manager category 1 January 26, 2015
Finding the "last return done" or "next return due" 6 September 11, 2019
Client manger 1 July 17, 2019
Client manager - Line search 2 May 27, 2019
Persistent issues with Client Manager indexing 3 April 18, 2019
Turning 18 3 March 8, 2019
Moving to a new drive 4 February 22, 2019
Physical File Location 18 February 18, 2019
Client Manager - quick searches all blank! 4 January 23, 2019
Is there a way to have Client Manager data synced to a live Excel Online file 2 January 16, 2019
Wrong currency symbol in Client Manager 5 January 16, 2019
Search on custom fields in client manager 1 January 7, 2019
Background Settings 7 January 2, 2019
Searching and Filtering T1s Efiled and paper filed together 2 January 2, 2019
Client Manager for Tax Return status 17 December 19, 2018
Filter Sets 3 December 19, 2018
Client manager filter for TOSI 5 December 17, 2018
Filter 1 December 13, 2018
Best procedure for file loading (T1 and T2) 1 October 5, 2018
Client Manager woes - "complete" 3 May 25, 2018
Client manger - Zapier Integration 5 March 26, 2018
Quick Searches - Date return is successfully transmitted 1 March 21, 2018
Client Manager >> "not" {status selected} 8 March 20, 2018
Telephone numbers 19 March 20, 2018
Auto hide prior years in client manager 4 March 6, 2018
Client Manager Efile Status 6 January 26, 2018
Last Name, First name 1 January 10, 2018
All clients doubled 5 December 12, 2017
Searching from start page 7 November 8, 2017
Special Instructions to preparer (Request) 4 September 27, 2017