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bbowie505
Level 3
January 9, 2021
Question

Query

  • January 9, 2021
  • 2 replies
  • 4 views

Has anyone used the query in the organizer program yet?  I'm trying to use it to give me a list of clients by preparer. There are no options when I query. Any help would be appreciated.

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2 replies

IRonMaN
IRonMaN
Level 15
January 9, 2021

You could always click on the column heading "preparer name" to have it sort by preparer.

Slava Ukraini!
    O
    Orlando11
    Level 8
    January 10, 2021

    Do you mean this thing, launched via HomeBase -> Query?

    The options in the value drop down should reflect all the values it sees for the given field.  Say you're filtering on "Client Status".. if all your returns are either "Transferred" or "Interview" then those will be the only two options that show up in the drop down. 

    If you know you have values for those fields and they are not showing up.. might be a program error.  

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