User's Manual - Drake Software

Searching, Updating, and Filtering, and Viewing
Drake Software User’s Manual
Updating the CSM
To incorporate the latest return updates when the CSM is open, either click the
Refresh button or press F5 on your keyboard.
NOTE
CSM data is updated automatically through different components of the
application. Processes affecting CSM data include data entry changes,
return printing, e-filing, and check-printing functions.
Filtering Data in the CSM
Filters allow you to control which records are shown in the CSM. To select filters:
1. From the Home window, click CSM.
Shortcut: Press
CTRL+L to view the
filter list.
2. Click Filters. The filter list is divided into four sections, as shown in Figure 9-4.
Figure 9-4: CSM filter list
3. Select filters. You can select one filter from each of the first three lists, and any or
all of the filters in the bottom list. A selected filter is indicated by a check mark.
The CSM displays the files that fall within the selected filters.
NOTES
In the Status column, a red File Not Found message indicates a
deleted return. Records of deleted return files stay in the CSM for tracking
purposes.
Filters are also available in the PCM; select Filter Client List from the
PCM’s right-click menu.
254 Tax Year 2012