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Filter categories list
If your firm has too many clients to manually traverse, filters can help narrow down the clients available in
Client Management
. With filters, you can tailor the displayed clients based on specifics of their client records (first name, mobile number, client ID). A list of filter categories available in Client Management
, along with a brief description of each of their functions, is provided.note
Any applied filters in
Client Management
will only be visible to you, so you can customize them to your personal preference.Filters
Review the following list of filter categories that appear in
Client Management
: Filter name | Description |
|---|---|
Client Email
| Filters clients by client's email address. |
Client First Name
| Filters clients by client's first name. |
Client Last Name
| Filters clients by client's last name. |
Client Mobile Number
| Filters clients by client's mobile phone number. |
Followers
| Filters clients by the firm users following them. You can select multiple users from the list to show only clients that the selected users are following. More information about filtering by followers.
|
Location Restrictions
| Filters clients by the Office Location restrictions placed on their account. Select Yes to view clients with Office Location restrictions.Select No to view clients with no Office Location restrictions. More information on Office Location restrictions.
|
Office Location
| Filters clients by client's Office Location. Select the Office Location from the list available to display clients assigned to that location. |
Owner
| Filters clients by the client's owner. Select the Owner from the list available to display clients of that owner. |
SP Client ID
| Filters clients by client's SP Client ID. |
Spouse Email
| If applicable, you can filter clients by their spouse's email address saved in their records. |
Spouse First Name
| If applicable, you can filter clients by their spouse's first name saved in their records. |
Spouse Last Name
| If applicable, you can filter clients by their spouse's last name saved in their records. |
Tax Client ID
| Filters clients by client's Tax Client ID. |
Tax Software
| Filters clients by client's tax application. Select the proper tax application from the list available. |
Tax Software Account #
| Filters clients by client's tax application account number. |
Tax Software Version
| Filters clients by client's version of the tax application. |
Filter by status
You can also expand the available filters if you go to the
Status
option in the FILTER CATEGORIES
. From here, you can display your firm's clients based on LETTER STATUS
or their STATUS
in Client Management
.Status filters
Filter name | Description |
|---|---|
Connection Status
| Filter clients based on their connection status displayed in Client Management . Select a status from the list available to display only clients of that status. |
Create Custom DRL Status
| Filter clients based on the status of their custom DRL. Select a status from the list available to display only clients of that custom DRL status. |
Questionnaire Status
| Filter clients based on the status of their questionnaire. Select a status from the list available to display only clients of that Questionnaire status. |
Send DRL Status
| Filter clients based on the status of their DRL. Select a status from the list available to display only clients of that DRL status. |
Letter status filters
You can also filter clients based on their status with one of your firm's Letters. Select a Letter from the list available under
LETTER STATUS
.
From here, select a status from the list available to display clients of that status in relation to the selected Letter.
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