|
About the Client Manager category
|
|
1
|
1324
|
January 26, 2015
|
|
Indexing - files not showing up
|
|
2
|
101
|
September 5, 2020
|
|
How do I widen the Clent Name column in Manager?
|
|
5
|
113
|
May 7, 2020
|
|
Client Manager Issue
|
|
8
|
197
|
April 25, 2020
|
|
Sorting 2018 T1s based on CCB and GST
|
|
1
|
134
|
March 28, 2020
|
|
List by 'Approver/Partner'
|
|
2
|
114
|
February 20, 2020
|
|
Gross wages from T4 summary
|
|
3
|
156
|
February 5, 2020
|
|
Client manger not indexing
|
|
2
|
151
|
January 14, 2020
|
|
Filtering for farm or business clients
|
|
1
|
122
|
January 3, 2020
|
|
Name fields
|
|
4
|
194
|
December 11, 2019
|
|
Last Name, First name
|
|
4
|
708
|
December 8, 2019
|
|
Finding the "last return done" or "next return due"
|
|
6
|
266
|
September 11, 2019
|
|
Client manger
|
|
1
|
178
|
July 17, 2019
|
|
Client manager - Line search
|
|
2
|
200
|
May 27, 2019
|
|
Persistent issues with Client Manager indexing
|
|
3
|
234
|
April 18, 2019
|
|
Turning 18
|
|
3
|
238
|
March 8, 2019
|
|
Moving to a new drive
|
|
4
|
294
|
February 22, 2019
|
|
Physical File Location
|
|
18
|
731
|
February 18, 2019
|
|
Client Manager - quick searches all blank!
|
|
4
|
474
|
January 23, 2019
|
|
Is there a way to have Client Manager data synced to a live Excel Online file
|
|
2
|
218
|
January 16, 2019
|
|
Wrong currency symbol in Client Manager
|
|
5
|
864
|
January 16, 2019
|
|
Search on custom fields in client manager
|
|
1
|
206
|
January 7, 2019
|
|
Background Settings
|
|
7
|
566
|
January 2, 2019
|
|
Searching and Filtering T1s Efiled and paper filed together
|
|
2
|
263
|
January 2, 2019
|
|
Client Manager for Tax Return status
|
|
17
|
4348
|
December 19, 2018
|
|
Filter Sets
|
|
3
|
1473
|
December 19, 2018
|
|
Client manager filter for TOSI
|
|
5
|
526
|
December 17, 2018
|
|
Filter
|
|
1
|
226
|
December 13, 2018
|
|
Best procedure for file loading (T1 and T2)
|
|
1
|
335
|
October 5, 2018
|
|
Client Manager woes - "complete"
|
|
3
|
496
|
May 25, 2018
|
