Is there any way the client manager ‘quick searches’ can be shared with other users in the office?
They should be included by default. If you open the Options window, is TaxCycle | Client Manager | Quick Searches included in your options profile?
@Andrew correction from my earlier post.
The options profile is working correctly, allowing the other members of my firm to use the custom searches I have set up.
Working like a charm.
Am kicking ClientTrack to the curb as far as management of my T1 files is concerned.