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Input for Custom Filter Export Data

Level 1

When 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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1 Comment 1
Level 15

Screen 1, right above Firm Number. It is a holdover from long ago and not really promoted or used by Lacerte.  You carefully select a few key words to put in there to help sort, but be careful - friend is not the same as friends. Whatever you put in there is exported. It has nothing to do with Filters and Groups used in making sorts in the main screen. 

Here's wishing you many Happy Returns
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