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Options dialog
Use this dialog to choose which status events are included in the status grid on the Detail tab. You can also use this dialog to specify the level of detail displayed on the Detail tab for each logged status event.
To open this dialog, select the Options button on the Detail tab of the Client Status dialog.
note
This dialog is available only if you have defined global status events on Setup, Office& Configuration, then Status tab.
Fields & buttons
User-defined events list
All status events defined on the Setup, System Configuration, then Status tab will be listed here. Mark the checkbox for each event that you want to include on the Detail tab status grid. By default, all user-defined events are marked to be included in the status grid.
UltraTax CS events list
All status events that UltraTax CS logs automatically are listed in this pane. By default, none of the UltraTax CS events are marked to be included in the client status grid on the Detail tab. Mark the checkbox for each event that you want to include in the Detail tab.
note
You can view a complete list of all UltraTax CS status events here.
Exclude status events / columns not logged by any clients
Mark this checkbox to exclude any status event from the Detail tab grid if that event has not been logged for any clients.
Date status event was logged
Mark this checkbox to include the date a status event was logged in the status grid on the Detail tab. The date the event was logged will also be included in the printed report and the exported file.
Time status event was logged
Mark this checkbox to include the time a status event was logged in the status grid on the Detail tab. The time the event was logged will also be included in the printed report and the exported file.
Who logged the status event
Mark this checkbox to include the person who logged an event for a client in the status grid on the Detail tab. This information will be included in the printed report as well as the exported file.
note
If UltraTax CS is installed on a network, the name of the person who logged the event comes from their network username. If UltraTax CS is installed on a standalone computer, the name comes from the machine's identifier.
This article applies to:
- Product: UltraTax CS