ProSeries Tax Idea Exchange
Submitted by FirmTHPK on 09-24-2020 01:49 PMWhen you export client data, the list of available data fields to export includes "Custom Filter" under the Miscellaneous heading. Where is the input for this custom filter data? What information is exported when using this data field? Is it just the name of a custom filter, or the name of a group within a custom filter?
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