Data Mine Shortcut

Within Practice Manager, simply select the More filters option to quickly open the data mine wizard where you can find a specific client or a group of clients depending on the conditions entered.



Article ID: 3281
Last updated: 23 Mar, 2023
Revision: 2
Tips and Tricks -> Data Mine Shortcut
https://kb.taxcalc.com/index.php?View=entry&EntryID=3281