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FTAX
FTAX
Level 5
February 22, 2021
Question

New client name search feature

  • February 22, 2021
  • 2 replies
  • 35 views

Overall, I prefer the new search function to the old, but it IS odd when searching for my OWN tax file and EVERY tax client I have pops up because I'm their preparer!  Fortunately, my wife has a fairly uncommon first name, so now I just search under that.  

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2 replies

dascpa
dascpa
Level 11
February 22, 2021

I think the new search - sucks. We used to type in a name and hit enter. Now you have to wait for the filter to show up or else it opens the very first file of the HomeBase. Why computer people always have to tinker is beyond me. Spend time fixing the tax software and not this wasteful stuff.

    FTAX
    FTAXAuthor
    Level 5
    February 22, 2021

    I know what you mean, that's why I say I MOSTLY prefer it.  It does work better when you have a common name to search like, say, Gonzalez or Smith or something.  Eight or ten will pop up rather than one at a time that you need to keep clicking search for.

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