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SmartVault Customer Center

Filter Clients in Client List by Tax Type

Overview

You can filter your Client List pane to display only those clients that are associated with a certain 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