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Drake Software User’s ManualSearching, Updating, and FilteringSearching, Updating, and FilteringSearching the CSMUpdating the CSMTo find a return in the CSM, click Search, or press CTRL+F to open the Find ClientRecord dialog box. As you type the SSN, EIN, or client name, the CSM searches forand highlights the matching record. Click Close to exit the Find Client Record dialogbox.To incorporate the latest return updates when the CSM is open, either click theRefresh button or press F5 on your keyboard.Filtering Data in the CSMFilters allow you to control which records are shown in the CSM. To select filters:1. From the Home window, click CSM.Shortcut: PressCTRL+L to view thefilter list.2. Click Filters. The filter list is divided into four sections, as shown in Figure 9-4.Figure 9-4: CSM filter list3. Select filters. You can select one filter from each of the first three lists, and any orall of the filters in the bottom list. A selected filter is indicated by a check mark.Tax Year 2008 221