Filtering clients based on the selected Toolbox

Eric Updated by Eric

Clients can be grouped together and displayed/hidden in the Client List by using Tags. By default clients will display all the time. This procedure describes how to display clients only when a certain toolbox is selected.

  1. Make sure Filter by Tag is Selected Toolbox in the section above the Client List.
  2. Select one or more clients that should be conditionally displayed/hidden based on the Toolbox Selector.
  3. Right-click on any selected client and click Add/Edit Client Tags.
  4. A list of product names appear. Unmark all the boxes except the one(s) these clients should display for. In the example below, the selected clients will only display in the Client List when CA Sales Tax Preparer is the Toolbox Selector.
  5. Click Save.
  6. Use the Toolbox Selector to switch to a Toolbox you marked in Step 4. The clients should display. Change to a Toolbox they should not display for. They should be hidden.

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