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Quick Searches

Updated: 2017-07-27

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.

Client Manager—Saved Searches and Column Layouts

Save time when querying the Client Manager database. Use saved searches and column layouts to set your favourites. Learn how to:

  1. Save custom searches (1:40)
  2. Attach a column layout to a saved search (9:58)
  3. Create a custom column layout (11:56)
  4. Export to Excel® from the Client Manager (19:40)

Date of broadcast: January 24, 2018
Presented by: Andrew Little

Active Quick Search Saved searches

  1. Click on the Quick Searches sidebar to run saved searches.
  2. Select a module from the drop-down menu to display only searches for a particular module.
  3. TaxCycle comes with built-in Quick Searches. Click a name to run the search.
  4. This also selects the related Custom filters. (See Custom filters help topic.)

Set a default search

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.

client-manager-default-search

Modify an existing search

  1. Right-click on a saved search and select Rename change the name.
  2. Select Clone to duplicate an existing Quick Search and use it as a starting point for a new one.
  3. Select Delete to erase the saved search.
  4. Right-click and select Restore Defaults to return the list to the built-in searches that came with TaxCycle.
  5. If you select a Quick Search and then add custom filters to modify it, click the save icon to overwrite the existing search.
  6. This may also prompt you to update your Options Profile. Click Save to apply the change and share it with anyone using the Profile. Click Cancel to apply the change just on your computer.

Modify a saved search

Create a new search

  1. Save new searchAs you add filters to an existing Quick Search or create a new one with Custom filters, the option to Save as a new search appears. Click the link to create a new search.
  2. Type a name.
  3. Click the Save icon to save your changes.
  4. Click the Delete icon to abandon saving a new search.

Assign a column layout 

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.

To change the layout for an existing search:

  1. Open the Quick Searches sidebar in the Client Manager.
  2. Click once on a saved search to view the results in the Client Manager.
  3. Right-click on the name of the saved search, select Change Column Layout and then choose the layout you wish to apply.
  4. Click the Save button to save the changes to the search.

Assign layout to the Quick Search sidebar

To associate a layout to a saved search from within Options:

  1. To open options, go to the File menu, then Options. Or, if you are on the Start screen, click Options in the blue bar on the left.
  2. On the left, expand Client Manager and click on Quick Searches.
  3. On the right, use the drop-down next to each saved search to select a column layout.
  4. If you do not assign a column layout, the drop-down shows No Column Layout Assigned. The saved search will then use the default layout selected in Columns Layout options.
  5. To automatically assign the appropriate module-specific column layouts to Quick Searches, click the assign the default module column layout link. TaxCycle will look at each saved search and evaluate whether a module-specific layout is appropriate. For example, it will assign the T2/CO-17 Layout to the No signed T183 Corp search.
  6. Click Apply or OK to save your changes.

Saved search column layout