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.