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About the Client Manager category
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|
0
|
1360
|
January 26, 2015
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|
Indexing - files not showing up
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|
1
|
164
|
September 5, 2020
|
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How do I widen the Clent Name column in Manager?
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4
|
166
|
May 7, 2020
|
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Client Manager Issue
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|
7
|
253
|
April 25, 2020
|
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Sorting 2018 T1s based on CCB and GST
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|
0
|
179
|
March 28, 2020
|
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List by 'Approver/Partner'
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|
1
|
155
|
February 20, 2020
|
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Gross wages from T4 summary
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|
2
|
228
|
February 5, 2020
|
|
Client manger not indexing
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|
1
|
191
|
January 14, 2020
|
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Filtering for farm or business clients
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0
|
149
|
January 3, 2020
|
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Name fields
|
|
3
|
235
|
December 11, 2019
|
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Last Name, First name
|
|
3
|
764
|
December 8, 2019
|
|
Finding the "last return done" or "next return due"
|
|
5
|
301
|
September 11, 2019
|
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Client manger
|
|
0
|
211
|
July 17, 2019
|
|
Client manager - Line search
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|
1
|
238
|
May 27, 2019
|
|
Persistent issues with Client Manager indexing
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|
2
|
271
|
April 18, 2019
|
|
Turning 18
|
|
2
|
278
|
March 8, 2019
|
|
Moving to a new drive
|
|
3
|
340
|
February 22, 2019
|
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Physical File Location
|
|
17
|
848
|
February 18, 2019
|
|
Client Manager - quick searches all blank!
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|
3
|
528
|
January 23, 2019
|
|
Is there a way to have Client Manager data synced to a live Excel Online file
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|
1
|
254
|
January 16, 2019
|
|
Wrong currency symbol in Client Manager
|
|
4
|
901
|
January 16, 2019
|
|
Search on custom fields in client manager
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|
0
|
239
|
January 7, 2019
|
|
Background Settings
|
|
6
|
623
|
January 2, 2019
|
|
Searching and Filtering T1s Efiled and paper filed together
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|
1
|
298
|
January 2, 2019
|
|
Client Manager for Tax Return status
|
|
16
|
4461
|
December 19, 2018
|
|
Filter Sets
|
|
2
|
1512
|
December 19, 2018
|
|
Client manager filter for TOSI
|
|
4
|
581
|
December 17, 2018
|
|
Filter
|
|
0
|
263
|
December 13, 2018
|
|
Best procedure for file loading (T1 and T2)
|
|
0
|
367
|
October 5, 2018
|
|
Client Manager woes - "complete"
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|
2
|
545
|
May 25, 2018
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