User's Manual - Drake Software

Drake Software User’s Manual
General Navigation
Personal Client Manager
The Personal Client Manager (PCM) allows a logged-in preparer to manage client
returns more easily by providing a personalized version of the Client Status Manager
(CSM). Client records can be sorted by name, return type, status, date the return was
started or completed, date of last change, transmission date, acknowledgment code or
date, and phone number. To sort records, click a column header.
NOTE
The PCM operates much the same as the CSM. For specific instructions
on using these tools, see Chapter 9, “Client Status Manager.”
Activating
the PCM
To activate the PCM for logged-in preparers, an administrative user must go to Setup
> Options, Administrative Options tab and select the Enable logged in preparer’s
Personal Client Manager box (located under Main Dialog Options).
General Navigation
You can use both the mouse and the keyboard for navigating within the software.
• Left button (mouse) — Move the pointer over an item and click the left mouse
button to select that item. When this manual instructs you to “click” or “doubleclick”
an item on the screen, use the left button on the mouse.
• Right button (mouse) — While in data entry, right-click the mouse anywhere on
the screen to display a menu of common program functions. Right-click a specific
field to view the return in View mode, use macros, undo an entry, reset the field,
cut, copy, paste, delete, add worksheets, use the calculator, view help for that
field, or flag the field for later review.
• Shortcut keys (keyboard) — Use shortcut keys to accomplish tasks without
using the mouse. Press ALT to display the underlined shortcut key and press the
desired shortcut key. For example, from the Home window, you can press ALT, F,
O (F for File, O for Open) to open the Open/Create a New Return dialog box, or
ALT, L, O (L for Last Year Data, O for Open) to open the Organizer Client
Selection dialog box. (Figure 3-3)
Figure 3-3: Underlined shortcut keys in menu bar of Home window
• Key combinations — Use key combinations as another way to accomplish tasks
without using the mouse. They are written as two or more key names connected
by a plus (+) sign. Press and hold down one key, and then press a second key. Key
combinations are shown to the right of each menu item (Figure 3-4 on page 64).
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