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Filter Your Client List to Search for a Client with the Connected Desktop Search Bar

Overview

The Search Bar in Connected Desktop acts as a filter for your Client List. As you type text into the Search Bar, any clients with a match on any of their columns display in the Client List pane.


You do not need to enter the full text for your filter; the Search Bar limits the displayed clients in the Client List as you type. Once you locate the client you are searching for, you can stop typing and click on the client to interact with that client's documents.

Filter Your Client List by Name

Steps

  1. Click in the Search Bar to begin typing your search text.
  2. Type the name to filter by—either first or last name; for example, to search for all clients with the first name Carl, we type "Carl".

    CD_Filter_Search_Bar_Carl.png
     
  3. Click the x  icon to clear input from the Search Bar and display all clients again.

    CD_Filter_Search_Bar_X.png
     

Filter Your Client List by ID

Steps

  1. Click in the Search Bar to begin typing your search text.
  2. Type the ID to filter by; for example, to search for all clients having IDs with "000" appearing anywhere in the ID, we type "000".

    CD_Filter_Search_Bar_000.png
     
  3. Click the x icon to clear input from the Search Bar and display all clients again.

    CD_Filter_Search_Bar_X.png

Filter Your Client List by Tax Type

Steps

  1. Click in the Search Bar to begin typing your search text.
  2. Type the Tax Type to filter by; for example, to search for all clients having Tax Types of Individual, we type "Individual".

    CD_Filter_Search_Bar_Individual.png
     
  3. Click the x icon to clear input from the Search Bar and display all clients again.

    CD_Filter_Search_Bar_X.png
     
  4. Though you can use the Search Bar for this function, a Client filter exists that specifically filters on Tax Type. See Filter Clients in Your Client List by Tax Type for more information.
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Last modified
16:04, 27 Oct 2014

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