The Quick Searches sidebar contains built-in saved searches to help you search and filter the Client Manager results more quickly.
These shortcuts let you see a set of search results in a single click. Use the built-in searches or create your own.
Save time when querying the Client Manager database. Use saved searches and column layouts to set your favourites. Learn how to:
Date of broadcast: January 24, 2018Presented by: Andrew Little
Click on the Quick Searches sidebar to run saved searches. Right-click on a Quick Search to set it as the Default Search. This default will run first when you open the Client Manager.
Saved Quick Searches can have an associated layout to them. When you create a new saved search, it automatically includes the layout you are currently using to view the results.
Get In Touch
TaxCycle and DoxCycle are registered trademarks of Trilogy Software Inc. ProFile, QuickBooks and TurboTax are registered trademarks of Intuit Inc. Cantax, Taxprep and CCH Engagement are registered trademarks of Wolters Kluwer Canada Ltd. Dr Tax and DT Max are registered trademarks of Thomson Reuters DT Tax and Accounting Inc. VisualTax is a trademark of Microsophic Inc. Accounting for Practitioners (AFP) is a trademark of Pendock Mallorn Ltd. CaseWare is a registered trademark of CaseWare International. Sage is a registered trademark of The Sage Group plc. All other trademarks are property of their respective owners.