Client Manager - quick searches all blank!

Client Manager
1

Just updated to current year/version and went to open some T2s and T1s and my Quick Searches show…nothing! (Really - as in blank screen.)

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This has a custom column layout, but is not populating at all. Same on the T1 side…

Am I crazy? Doing something wrong? It all used to work just fine. All files are correct in the file manager (and yes, the files are all still actually in place…phew!).

2

You’re not crazy - this should be working as you’d expect.

  • If you apply a single filter, do the search results narrow down? For example, just select T2.
  • Can you try changing the column layout?

If you have the time, would you be able to give us a call or email info@taxcycle.com so we can contact you?

3

If I restrict only to T2 I do get a listing, albeit not containing all of the info (all the files, no status condtions).

If I toggle “TaxCycle files only” on and off…I don’t see, and see, respectively files. With it off, I do not see files from the current couple of years since I switched (ie TaxCycle files!).

4

Just to close the loop on this: I restarted the Client Manager Wizard, rechecked the file structure (all OK), reran the Wizard and reset the Client Manager Server, exited and restarted TaxCycle…and everything was back to normal.