Saving Search Options

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Linda Simons Fortenberry

• February 15, 2018 20:18

Our users have requested that the Client Entity File area open to a "saved search option", for example, they would like the file area to open to 2017 Tax every time if it has been saved.

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  Sharon Cholfin

  • February 16, 2018 14:54

  Linda...I will create an enhancement request.  Enhancements can take up to 6-12 months at this time.  

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