Sort and modify your client list in Lacerte

This article will help you change how the client list in Lacerte is displayed and sorted.

To sort the client list in Lacerte Lacerte and newer:

Click any column header to sort clients by data set. The list will automatically sort alphabetically or numerically.

To add a Display column to the client list:

1. From the Settings menu, select Options.
2. Click on the Display tab.
3. Select All Clients from the Client View dropdown menu.

   

   • To make changes to a specific view, click on the dropdown arrow and select the desired view.
4. Click on the + to expand a section or click on Expand to expand all categories under the Available section.
   • Click on Collapse to collapse all.
5. Click on the item to add to the Display column.
6. Click on to add the item to the Display section.
7. Click OK to save your changes.

To remove a Display column from the client list:

1. From the Settings menu, select Options.
2. Click on the Display tab.
3. Click on the item under the Display section.
4. Click on to remove the item.
5. Click OK to save your changes.

To adjust the column order displayed in the client list:

1. From the Settings menu, select Options.
2. Click on the Sort by dropdown menu.
3. Click on the item from the Display section.
4. Click on the Up or Down button to sort the order of the Display column.
5. Click OK to save your changes.

How to modify column widths

• To let the Lacerte program adjust the column widths, check the box, Automatically adjust columns widths. Otherwise, uncheck this box to manually adjust columns on the Clients list.
• Check the Left Column Fixed box to display the left column even when scrolling to the right.
  • When the Left Column Fixed checkbox is checked, you'll be unable to edit the width of this column. To edit the width of the first column:
    • Move another column from your display to replace the first column. This will let you edit the width freely. When satisfied with the width, you can return the original column.