Notice: The information on this page is only for users of Personal Taxprep 2018. If you are using Personal Taxprep Classic 2018, consult the help available in the program.

Customize the Client Manager Display

You can customize the Client Manager display by modifying the number of columns, by adjusting the columns' width and by modifying the display order. Personal Taxprep keeps the customized display settings for each filter. Thus, in your next work session, this customized display will be automatically reapplied.

You can modify the width of a column one at a time or all at the same time on the basis of their content or not.

If you are using a filter where a high number of columns is displayed, reading the data displayed in the Client Manager can be difficult. If this situation occurs, you can disable the automatic adjustment of the columns which is limited by default to the space available on the screen. To do so, proceed as follows:

1. Put the cursor on a column header,
2. Right-click and then click Fit to Contents (All Columns) on the shortcut menu.

All columns will then be adjusted and will probably even exceed the space available on screen. An horizontal scroll bar appears allowing you to read each column header.