GENERAL USER
You can quickly locate clients and find important files or folders in Connected Desktop. This guide provides step-by-step instructions for using search features to efficiently navigate client records and documents, helping you save time and streamline your workflow in the Connected Desktop platform.
Finding a Client
Method 1: Using the Search Field
- Navigate to the Clients tab.
- In the Search field at the top of the client list, type your client's name.
- The list filters automatically as you type.
- To see all clients again, click the X icon to clear the search field.
Method 2: Using Quick Search
- Click anywhere in the Client List to make it active.
- Start typing the client's last name.
- For example, to find Su Kunis, type "Kunis" until the record becomes highlighted.
- For example, to find Su Kunis, type "Kunis" until the record becomes highlighted.
Finding Files in a Client's Vault
Once you've found your client, you can search for specific files and folders:
- Click on the client's name to open their vault in the Document View.
- Right-click anywhere in the Document View and select Find.
- Type your search text in the Find tool.
- Results appear highlighted as you type.
- Results appear highlighted as you type.
Note
Folder structures vary depending on whether you have a tax or non-tax plan and which engagements you've selected.