When I was changing the status of a client, I lost the entire client list. How can I restore the entire client list.

[tricia3]

Where is the client list refresh command?

[George4Tacks]

You likely clicked one of the filters on the left. Look carefully and report back if that is not it.

[tricia3]

None of the filters are checked.  I checked again.

[tricia3]

Oh yes, and I restored two of the clients that I still have to do yesterday so when the info comes in I can work on them.  They were backed up before any recent changes so they will be fine.  they were reflected in the client list after doing so.   But When I opened the software this AM, they are gone,  So yes there seems to be a filter, and I know their statis is extended so I tried filtering for status EXTENDED and they did not show up.

[abctax55]

1) Search for it by client number

2) check your data path

[tricia3]

Data Path is correct.  

I don't know how to search for a client in Lacerte.  There is a search in Help menu but I'm not aware of a client search.

I've been useing Lacerte for 31 years and I have never had this happen before and right in the last week of tax season.

[abctax55]

Ctrl + I

[tricia3]

Saints be praised.  Lacerte turned out to be open today.  It took about an hour, but I finally noticed a prefile filter: with one of my statuses following it.  I finally said to her that is still bothering me so finally went to filters in the tabs above and found pre filter and removed the status and put all.  

I was not anywhere near that setting when I was initially changing the status of a client.  Thanks for all you help though.  Now if it happens to you, then you'll have an answer.  

[abctax55]

deleted...

[tricia3]

Yes your right, but you told me to check the filters on the left and nothin was checked.  The menu option at the top -  filter is a pre filter and it didnt' show up in the filter options on the left.  

But yes it was a filter.  Just not any from the list on the left, but a pre filter which is in a different place.

[George4Tacks]

Typically this image shows the status that should be checked. 

it is easy to accidentally check another and not notice. 

Here is a thread on Search https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/how-to-turn-on-search-on-... It sometimes works when you can't see a client, but it is there. The Search box is at the right of the grey header.