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Client Manager options

Updated: 2017-01-13

If you are configuring the Client Manager for the first time, please read the First-time Client Manager setup help topic to help you choose your type of installation and guide you through configuration.

The recommended way to configure the Client Manager is to run the setup wizard that appears the first time you search for something in TaxCycle. However, you can also access those settings in Options, as explained below.

General Client Manager options

  1. If you are on the Start screen, click on Options in the blue bar on the left. If you have a file open, go to the File menu, then click on Options.
  2. Expand TaxCycle and click Client Manager on the left. 
  3. On the right, look at the options under the General heading.

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Enable Client Management Check this box (default if you have a license for the Client Manager) to show the Client Manager search box on the Start screen, the Quick Searches sidebar and Client Manager menu items.
Require pressing the Enter key to start a search Check this box if you want to press Enter before the search starts running in the Client Manager. Leave it clear and the Client Manager will begin searching as you type each letter.
Allow F3 to open the Client Manager when a file is open Checked by default. Clear this check box if you don't want the F3 keyboard shortcut to work when you have a file open.
Automatically run a Full List search when no existing search has been run Checked by default. The Client Manager will automatically show a full list of clients until you search or filter the results.
Notify [SERVER NAME] when a file is saved Checked by default. The TaxCycle will automatically update the Client Manager whenever a file is saved, as long as the file is located within a folder monitored by the Client Manager.
Enable batch carry forward Check this box (default) to enable batch carry forward of prior-year files using the Client Manager.
Enable batch transmissions Check this box (default) to enable all batch transmissions through the Client Manager. This includes T1 EFILE, T2 Corporation Internet Filing and more.

Re-open the Client Manager setup wizard

If you choose not to set up the Client Manager when you first run TaxCycle, you can re-open the Client Manager setup wizard:

  1. If you are on the Start screen, click on Options in the blue bar on the left. If you have a file open, go to the File menu, then click on Options. 
  2. Expand TaxCycle and select Client Manager on the left. 
  3. On the right, click the Setup Wizard link. 

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Access detailed server configuration options

To open the detailed Client Manager server configuration options: 

  1. If you are on the Start screen, click on Options in the blue bar on the left. If you have a file open, go to the File menu, then click on Options.
  2. Expand TaxCycle and select Client Manager on the left. 
  3. On the right, click the Open detailed configuration options link.
  4. This opens a new window with all the Client Manager server settings.

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Start, stop, restart or remove the server

  1. Go to the detailed server configuration options dialog box for the Client Manager (learn how above).
  2. On the left side of the dialog box, click on Server Settings (if it is not already selected).
  3. On the right, you will see three buttons to Start, Stop, Restart or Remove the server.
  4. When the Client Manager is running normally, it is started. You can or must edit some settings (like monitored folders) while the Client Manager it is running. If it is not running, click the Start button.
  5. You can only configure certain options if the Client Manager is stopped. Click the Stop button to halt the Client Manager.
  6. Occasionally, you may need to restart the Client Manager. Click the Restart button to do this.
  7. Click the Remove button to stop the server and uninstall it completely.
  8. All of these actions require Windows Administrator user privileges.

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Server configuration

You can adjust individual settings of the Client Manager database.

  1. Go to the detailed server configuration options dialog box for the Client Manager (learn how above).
  2. On the left side of the dialog box, click on Server Settings (if it is not already selected).
  3. Most of the settings on this page require you stop the Client Manager server before changing them. Click the Stop button to do this.
  4. Once the server stops, the following settings become accessible:
Service name
required
Enter a name for the server. This is the name that will appear when a person attempts to connect to the Client Manager. 
Private/Standalone Server

If the Client Manager will only ever be accessed from this computer and you never one anyone to connect to it, check this box. This makes it invisible to other TaxCycle computers on the same network.

 

Allow the server to reindex the database overnight When this option is checked (default), the Client Manager automatically reindexes the database overnight. It then picks up any changes to monitored folders and any new files that were added to those folders outside of TaxCycle.
All the server to add itself to the Windows Firewall on startup Check this box (default) to automatically add the server to the Windows Firewall when it starts. If this does not happen automatically, try clicking the Allow through Windows Firewall now button at the bottom of this page.
All the server to enable Windows File and Printer sharing on startup Check this box to automatically enable Windows File an Printer sharing when the server starts. (Unchecked by default.) This can resolve connection issues on networks that use a Windows Workgroup rather than a domain.
Skip networking availability check on startup The server automatically looks for a network connection when it starts unless this box is checked. (Unchecked by default.) It may help to check this option if you regularly see a message saying that the network is not available when you first start the Client Manager. 
Use the 'Client Id' value entered on the Engagement form to uniquely identify...

Check Client in a T1 return to group or separate T1 files in the Client Manager based on the Client Id on the Engagement worksheet instead of using the Social Insurance Number (SIN). This is unchecked by default because some offices use the same Client Id for both spouses, which would cause the database to group them incorrectly.

Check Organization in other types of returns to group or separate T2, T4, T5 files, etc. in the Client Manager first based on the Client Id on the Engagement worksheet and then using the account number (BN, etc.). This is checked by default because some organizations have different BN/account numbers for different types of returns.

Keep detailed log files to help troubleshoot issues Check this box only when requested to do so by TaxCycle support. These files are not sent to us without your permission. Click the View log files link to open the folder where log files reside. By default, they are stored in C:\ProgramData\Trilogy\Services\Log

 

Reset the database

Resetting the database erases all its index and records without uninstalling the server. This occurs automatically when you re-index the database. Learn how to do this in the Indexing and monitored folders help topic.

2018-client-manager-open-column-optionsColumn layout options

  1. Go to the Columns page in options:
    1. Click the Layout button in the List returns view and select Options.
    2. Or, go to the File menu, then Options. (If you are on the Start screen, click Options in the blue bar on the left.) On the left-hand side of the dialog box, expand the Client Manager section and click on the Column page.
  2. At the top of the page, check Allow re-ordering of columns to let users drag and drop columns to a new position.
  3. Check Allow removal of columns to let users remove a column from the view using the right-click menu.
  4. Click once on a layout name in the list to create a new layout or modify an existing one.
  5. To add a column to the layout, drag a column title from the Available Columns to the Selected Columns. Or, click once on a column title and press the right arrow to move it. To remove a column from a layout, drag the column title from the Selected Columns to the Available Columns. Or, click once on the column title and press the left arrow to move it.
  6. Within the Selected Columns pane, drag and drop a column title to re-order.
  7. To restore a default column layout, click Restore column layout.
  8. Check the box next to the layout name to set it as the default column layout.
  9. To delete a layout, click the Delete button next to the name.
  10. To restore all the column layouts that come with the Client Manager and delete any layouts you created, click Restore default column layouts

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