Batch Tag Clients

Tagging clients in batches

You are able to tag a batch of clients using a client filter in Practice Manager, HandiTax, Time+Billing and HandiTrust :

1. From the Client menu, click Tag/Untag batches of clients.
2. In the "Tagged Clients" window, click Conditions.
   
   
3. In the "Client Filter" window, Select the filter.

Note: For more information on filters, please refer to the Reports and Filters chapter in the  "HandiSoft Advanced Features Guide" manual.

Program and version

HandiTax, all current year versions

Practice Manager - Contact 2011, version 2.00 onwards

Time+Billing 2011, version 2.00 onwards

HandiTrust 2011, version 2.00 onwards