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Guide to client management page

Filter client records in client management

Your firm may have thousands of clients, making it difficult to swift through to find the type of clients that you need. Filters help you narrow down clients to your exact preference. You can set filters according to any desired columns until you have the perfect setup. For example, if you prefer to only see clients for your office location then you can set the filter to show only clients associated with your office.
If you frequently use a particular filter or combination of filters, then you can save those filters and reuse them at any time without selecting them individually from the list each time you want to filter. For example, if you frequently send invites to clients from your office location only, then you can use filter clients from your office location only and add another filter for the
Not Invited
 connection status. After you select both filters, you can save the filter and reuse it at any time. When creating a filter, you are creating it for yourself only and not for other users at the firm.
  1. Select
    ADD FILTER CATEGORIES
    .
  2. On the
    FILTER CATEGORIES
     menu, select the category you want to use to filter.
  3. If the filter list is too long or you can't find the filter you're looking for, use the
    search
    feature to narrow down the options. Enter the name of the filter and select it from the search results.
  4. You can select the filter option from the dropdown or by entering text such as Client First Name, Client Last Name, Client Email.
  5. Once you select the filter option, select anywhere outside the menu to exit the filter menu.
    You can use the filter and search features together at the same time. For example, you can set an Office Location filter then use the search feature to search for clients by name, client ID, etc.
  6. Your selected filter will appear on the screen. Select
    Remove
    .
  7. You can expand the filter to include more client records. To update an existing filter category, select the dropdown then select the option that you want to include in the filter.
    Different filter combinations can be used at the same time to further narrow your client list to target specific clients.
  8. Select
    ADD FILTER CATEGORIES
     then follow the same steps to add another filter category.
    You can save multiple filter combinations for yourself and reuse them at any time. The filters you save will only be visible to you, so you can customize them to your personal preference. Select
    SAVE FILTER
     to save the current filter to reuse.
  9. On the
    Save Filter
    window, enter your
    FILTER NAME
    , then select
    SAVE
    . A confirmation notification will appear once your filter is saved.
  10. To open your saved filters, select the dropdown, then select the saved filter that you want to use.

Remove saved filters

  1. Select
    Remove
     to remove individual filters.
  2. To delete saved filters, select the
    SAVED FILTERS
     menu, then select
    EDIT
    .
  3. Select
    Delete
    .
  4. Select the check select to make sure that you want to delete the saved filter.

Notes

Selecting
All Eligible
 clients causes the bulk operation to only target eligible clients that are currently filtered and/or searched. Eligible clients outside the current filter won’t be included in bulk operation. This can be especially useful when you only want to send invites/letters/questionnaires to clients that are linked to a specific Owner or your office location.
You will see no matching clients if your filter doesn’t have any applicable clients. You may not see clients for filtered results if the search results don’t match any clients in the filtered list.
If your firm has previously enabled and saved at least one record to a custom field in FileRoom, that custom field will appear as a filter option in
Client Management
. The custom field will continue to appear as a filter option (whether enabled or disabled) until no records remain for this field.

This article applies to:

  • PRODUCT: SurePrep
  • Sub Product: TaxCaddy
  • Subject: Clients

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