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Switch Between Clients View and Files View in Connected Desktop

Overview

If your account has access to both Clients View and Files View in Connected Desktop, you can switch between the two views whenever you want. Currently, only our tax-enabled plans support the Clients View in Connected Desktop. 

 

Note: If your account doesn't have access to the Clients View in Connected Desktop, this selection will not appear.

Steps

  1. Open Connected Desktop.
  2. Depending on the view you are currently in, the other view will be grayed out.
  3. Click on Clients to switch to the Clients View, or click on Files to switch to the Files View.
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