List by 'Approver/Partner'

Was looking in Client Manager to filter list by ‘Approver/Partner’, and was not able to find such a filter.

Is a filter for this available?

Hey Bert,

The way I do it is to add the Approver, Reviewer and Preparer columns to the Client Manager and then you can filter the list of returns using the little black balloon icon thingy beside the heading name…



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