Search File Name in Client Manager

I’ve browsed the documentation and this forum for the Client Manager Search feature to have the search system look at the file name of a return. I have a lot of clients where spouses have different last names. It would be helpful to me if I searched the last name of one of them, and both come up because that last name is in both file names. Right now, that’s not the case.

If I have John Doe and Jane Smith, the file name might be something like “Doe, John & Smith, Jane.2022T1”

So if I search for “Doe,” I want John and Jane’s T1s to appear because “Doe” is in the file name for both returns.

Right now, I need to search for one of them, see the address, and search for that address for the family to be shown together.

You could use the Client ID field (see below) to specify the family name, but you would have to manually type it in, and I don’t remember if it carries forward each year. Then the Client Manager search would find all the family members with that name in that field.
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