Search Through Views

The research tool available on the toolbar allows you to do a search within a view that has information displayed in the form of a table (such as the Client Manager, the EFILE Log view.). For example, you can search for a client's name in the list of clients displayed in the Client Manager.

Taxprep for Trusts performs a search in the list that is displayed on the screen. Thus, if you have applied a filter, the search will be performed in the filtered list.

To search through a table, proceed as follows:

  1. In the Search box, enter the word or characters that you want to find.
    To access the Search box quickly, press Ctrl+F.

The result of the search will be displayed in the table. If you perform another search, the result of the previous search will be cleared.

  • To restore the initial list content, click .