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Finding Clients in Your Client List

Overview

The Connected Desktop allows you to quickly locate your clients in the Client List pane. Use the Search Bar to filter on any of the three columns—name, ID, or Tax Type. Use the quick search to type in the Client List pane and immediately make that client active in the Document View pane. With either option, you can quickly locate your client even in a particularly long list of clients so you can get to work faster. Additionally, you can filter your clients based on Tax Type using the Client Filter from the View menu.

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

Quick Search in the Client List Pane

Steps

  1. Click anywhere within the Client List pane to make it the active pane.

    CD_Quick_Search_Client_List_Pane.png
     
  2. Begin typing the characters that begin the client record; for example, if we were looking for the client record for Carl Sagan, the Client List pane lists records as last name, first name. We would type "Sagan" until the client record for Carl Sagan became active.
  3. The client vault for the client Carl Sagan displays in the Document View pane.

    CD_Quick_Search_Document_View_Pane.png

Filter Clients in Client List by Tax Type

Steps

  1. On the Connected Desktop main window, click View on the main menu.

    CD_Filter_Tax_Type_View.png
     
  2. Hover on Client Filter to expand the menu and view your choices.

    CD_Filter_Tax_Type_Client_Filter.png
     
  3. Click on the Tax Type to filter by; only those clients who are associated with that Tax Type display in your Client List pane.

    CD_Filter_Tax_Type_Client_Filter_Choice.png
     
  4. Click All Clients to once again show all of your clients in the Client List pane.

    CD_Filter_Tax_Type_All_Clients.png

 

Return to the Getting Started Guide Contents for Tax Accountants

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Last modified
19:34, 8 Jan 2015

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