I am really unhappy with the new search screen.
It is very difficult to find a client if they are unfortunate enough to have a last name that is the same as other clients first name.
Are there any shortcuts to skip to the next client??
The fact that the program automatically checks the "filter by preparer" box each time you open it is also very annoying.
Have you tried listing the last name and then a comma
For example Smith,
That should give you a list of people with the last name Smith and eliminate any people with the first name Smith.
Perfect fix. The old way of finding clients would not accept the ",first name" so I (ass u me'ed) the it would not work now.
Thanks for the help
