User's Manual - Drake Software

9 Client Status Manager
Use the Client Status Manager (CSM) for tracking workflow within an office. The
CSM can show you, with just a glance, the status of all returns in their various stages
of completion: when a return was begun, when it was completed, who worked on it,
and the current filing status and payment status, to name of few of many available statuses.
The CSM can display various other types of data, including client name, ID number,
and client name, and phone number, return type, balance due, preparer name, client
status, bank deposits, client payments, and the starting and completion dates for each
return. The CSM can be used for searching, viewing, organizing, and printing data.
NOTE
The logged-in preparer can see his or her CSM data upon login using
the Personal Client Manager (PCM). Much of this chapter applies to the
PCM and the CSM; see notes throughout these pages.
Accessing the CSM
About Client Statuses
Choose one of the following methods to open the CSM:
• From the Drake Home window, click the CSM icon in the toolbar.
• From the Drake Home window, select Reports > Client Status Manager.
• Press CTRL+L on your keyboard.
You cannot access the CSM from data entry, but you can change the client’s status. To
do so, click the CSM icon in the Data Entry Menu toolbar and select a new status.
The CSM categorizes clients by status. A client status is the stage of a return in the
return-preparation cycle. The CSM’s predefined client statuses can be set automati-
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