|
All clients doubled
|
|
4
|
1197
|
December 12, 2017
|
|
Searching from start page
|
|
6
|
1271
|
November 8, 2017
|
|
Special Instructions to preparer (Request)
|
|
3
|
1195
|
September 27, 2017
|
|
Batch calculation to test for optimal pension split
|
|
1
|
1174
|
August 9, 2017
|
|
Client Manager - late 2016-season thoughts
|
|
9
|
1719
|
June 22, 2017
|
|
Auto-update on server with Client Manager
|
|
16
|
1912
|
May 19, 2017
|
|
Client Manager not updating T1 EFILE status
|
|
1
|
1144
|
March 23, 2017
|
|
Columns in List View
|
|
2
|
1183
|
March 9, 2017
|
|
Custom search in client manager
|
|
19
|
4850
|
March 4, 2017
|
|
Invoice
|
|
3
|
1275
|
March 2, 2017
|
|
CM - Fields not updating (Quality of life)
|
|
0
|
1021
|
February 20, 2017
|
|
Client Manager - driving me crazy
|
|
32
|
6140
|
February 15, 2017
|
|
Client manager quick searches
|
|
2
|
1330
|
January 24, 2017
|
|
Minor UX suggestion - add right click to copy SIN/BN from client manager
|
|
13
|
2066
|
January 20, 2017
|
|
Searching for Financial Data with Client Manager
|
|
5
|
1592
|
November 16, 2016
|
|
Recent changes
|
|
2
|
1388
|
November 3, 2016
|
|
CM for T1 practise management
|
|
4
|
2209
|
March 23, 2016
|
|
Client manager setup - network and two accountants
|
|
4
|
2292
|
February 27, 2016
|
|
Print sets in batch print
|
|
1
|
1728
|
February 11, 2016
|
|
Pointing to files
|
|
0
|
1433
|
January 14, 2016
|
|
Resized columns
|
|
1
|
1552
|
December 18, 2015
|
|
T1 ADJ status
|
|
4
|
2100
|
July 6, 2015
|
|
Client Manager Setup
|
|
1
|
1884
|
July 2, 2015
|
|
For the Adventurers - New Client Manager and editing features
|
|
1
|
1943
|
April 24, 2015
|
|
Clinet Manager Server set up
|
|
4
|
2330
|
March 4, 2015
|
|
Using Dropbox
|
|
4
|
1967
|
February 18, 2015
|
|
Client Manager - not showing profile files
|
|
7
|
2653
|
January 16, 2015
|