The Account History options page has a new feature that allows you to quickly locate the client for the report.
The client list is initially sorted with the highest account balances first, and then alphabetically by client.
There is now a filter row at the top of the client list (please see screen shot below).
To find a client, click in the filter box in the name column, and then type the first letter (or first few letters) of the client’s name. The list will automatically refresh showing only the client names that begin with the letter(s).
| Attachments: |
|
AcctHistFilter.png [ 32.78 KiB | Viewed 14142 times ] |