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Drake Software User’s ManualOrganizers and ProformasFigure 4-9: Heads-down data entry5. Repeat for all other fields, pressing ENTER after the data for each field is entered.To return to the Data Entry Menu, press ESC._TIPUse CTRL+N to toggle between heads-down and data-entry modes.Printing Organizers and Proformas for ClientsTo print organizers or proformas for selected clients:See “FilterManager” onpage 272 for moreon using filters.1. From the Home window, click Last Year Data and select either Organizers orProformas.2. Do one of the following tasks:• Enter the client’s SSN or EIN and press Add Client. Repeat for additional clients,then click Next and wait for the program to scan the client files.• Click Next, then select filtering and sorting options as desired. Click Nextagain. Modify filtering criteria as desired from the Basic Search Conditionsdialog box, then click Continue and wait for the program to scan the clientfiles.3. When the Options dialog box is opened (Figure 4-10), select the desired options.Figure 4-10: Options dialog box; includes Process button (circled)Tax Year 2008 73