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How to tag batches of clients starting by reference code ranges?

Updated over 3 weeks ago

In HandiTax, you are able to tag clients by conditions;

  1. Go to Clients, Tag/untag batches of clients, Untag All, Close

  2. Go back to Clients, Tag/untag batches of clients, Conditions then choose the filter Clients With Reference Codes Starting With A to C

  3. You are able to make a copy of this filter and change the letters to your preference.

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