Video: Client Manager searching

Updated: 2018-04-13

Client Manager: How to find clients who haven't returned

Learn how to search the Client Manager for clients who have yet returned for this tax season. Click a timestamp below to jump to a topic:

  1. Use filters in the Client Manager to narrow search results (2:13)
  2. Save the search as a Quick Search to use again (11:02)
  3. Customize the columns that appear in the search results (16:00)
  4. Export that list to Excel (19:34)

Date of broadcast: March 6, 2019
Presented by: Andrew Little

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