Filter/Sort Client List

Jake Forster Updated by Jake Forster

Filter/Sort Client List

This option is accessed from the UTILITIES menu on the Module Library screen.

The user may sort the Client List by client name or by the two character Client Code.

When sorting by Client Code the code is displayed to the left of the client name. See Set Client Codes.

Additionally the user may filter the Client List based on the Client Code. Filtering the list allows the user to display only a portion of the clients in the database if desired. For instance, preparers in a network environment may want to share a database but only display the clients with whom they are working. The network version of the program allows each user to specify their own sort and filter preferences.

How did we do?

Displaying additional client information in the Client List

Find Client