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Log Multiple Clients tab

Use this tab to log user-defined status events for multiple UltraTax CS clients simultaneously. The events available for logging on this tab are defined using the Status tab in the Office Configuration dialog (Setup, Office& Configuration, then Status tab).
To open this tab, choose Utilities then Client Status (or select the Client Status button on the toolbar) and select the Log Multiple Clients tab.

Fields & buttons

Lists all clients who meet the criteria designated in the Focus group box. Select the client(s) for whom you want to log status events and select the Select button to move them over to the Clients selected pane on the right.
Lists the clients for whom you have selected to log status events.

Focus group box

Mark one or more of the entity type checkboxes to include the corresponding clients in the client list.
Example:
 To include only 1040 clients in the list, clear all checkboxes except the
1040
 checkbox.
Select this button to toggle between the most recent custom Focus selection and the default selection.
Select a preparer, reviewer, or staff member from the drop-down list to limit the list to clients whose returns were assigned to a specific person.
This field displays the selected status event by which the client list is focused and the sorting criteria for that event. To limit the client list by a different status event or to change the sorting criteria, select the Modify button to open the Modify Event Focus dialog.
Select this button to change the selection in the adjacent field.

Log Clients group box

Use this drop-down list to select the status event you want to log for the highlighted client. After selecting the event date and time, select the Log Now button to log the event.
Use this field to enter a note regarding the status event being logged. Comments entered in this field will appear in the General Client Information and Client Status History reports and in the Status Log list, which you can access from the Client Status toolbar button.
UltraTax CS will automatically display today's date (or the date on which you last opened this dialog) in this field. To change the date of the status event you are logging, enter the desired date here.
UltraTax CS will automatically display the current time (or the time at which you last opened this dialog) in this field. To change the time of the status event you are logging, enter the desired time here.
Select this button to log the selected event for the selected client(s) at the date and time specified in the fields above.

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