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- Sort by Preparer filter doesn't work in 2021
Sort by Preparer filter doesn't work in 2021
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Amajane285
Level 3
02-09-2023
11:58 AM
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Is anyone else having this issue? 2021 Lacerte freezes and will not work if you try to filter by preparer. We've tried the filter options on the left and the pre-filter option towards the bottom with the same behavior for both.
We can sort by any other option with no issue. We have 13 advisors so this is used frequently.
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