Preparers can sort the client list in Intuit Link to identify and manage clients of a particular status.
The client list may be sorted by the following columns:
- "TYYY PROGRESS" (e.g., "TY16 PROGRESS")
- "LAST ACTIVITY"
Sorting the Client List in Intuit Link
Navigate and log on to the Intuit Link site.
Select the "Clients" link on the left-side menu; the list of clients displays:
The list of clients displays:
Click the text within the column header (e.g. "NAME"); the sort order displays, as illustrated in the following screenshot:
Note: users must click on the text itself, not the space surrounding the text to sort the order list.
The list of clients is sorted alphabetically, as illustrated in the following screenshot:
Click the text within the column header again to reverse the alphabetical sort order, as displayed in the following screenshot:
The header of the sorted column displays a small triangle icon, as illustrated in the following screenshot:
The arrow indicates if the column is sorted in ascending order (arrow is "up") or descending order (arrow is "down").
Note: the order of the columns themselves cannot be changed in Intuit Link, nor may columns be added or removed.