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Rename Client dialog
Show all expandable content
Use this dialog to change a client's ID. After you select the client you want to rename and select the Rename button, UltraTax CS opens a dialog in which you can enter the client's new ID.
To open this dialog, choose File then Rename.
note
If a client is open, that client's name is automatically highlighted in the list.
Fields & buttons
Search
If you select the word Client ID or Name in the title bar of the list pane, you can enter the first few characters of the client ID or client name in this field to search for a particular client.
Clients available to rename
Lists all clients who meet the criteria designated in the Focus group box. Highlight the client whose ID you want to rename and select the Rename button.
note
If a client is open, that client's name is automatically highlighted in this list.
note
To sort the client list by client ID, name, or entity type, select the word Client ID, Name, Entity, or the clock icon in the title bar of the list pane.
Focus group box
Entity types
Mark one or more of the entity type checkboxes to include the corresponding clients in the client list.
Example:
To include only 1040 clients in the list, clear all checkboxes except the 1040
checkbox.note
Mark the
Other
checkbox to include 990, 5500, 706, and 709 clients in the list.Restore user/default focus options button
Select this button to toggle between the most recent custom Focus selection and the default selection.
Preparer/reviewer/staff
Select a preparer, reviewer, or staff member from the drop-down list to limit the list to clients whose returns were assigned to a specific person.
Other buttons
Rename button
After selecting the client whose ID you want to rename, select this button to open the dialog in which you can enter the client's new ID.
This article applies to:
- PRODUCT: UltraTax CS