How to identify deleted or missing returns in the Client Status Manager

Deleted returns

• Returns deleted from the CSM list only.

  • A client record deleted in CSM is removed from the CSM display, but the return to which the record refers remains in the software.

    • The record no longer appears in the CSM list unless you select the filter Display Deleted Records from the Filters drop list.

    • If the Display Deleted Records filter is applied, the entire record appears in red.

    • Full Admin rights are necessary to delete a record or display a deleted record.

  • To delete a record from the CSM display.

    • Log in with full Admin rights.

    • Open CSM.

    • Right click the record in the CSM list and select Delete CSM Record (This Client) from the drop list.

    • Confirm your choice at the prompt.

    • This action deletes the CSM record of the return, but does not delete the return.

  • To restore a record deleted from the CSM display. Log in with full Admin rights. Open CSM, select the Display Deleted Records filter, right click the return and select Undelete CSM Record or Restore CSM Data (This Client). The record is no longer displayed in red, and it is visible when the Display Deleted Records filter is not applied.

• Returns permanently deleted from the software.

  • Permanent deletion of a client file in the software can be done only at Tools > File Maintenance > Delete Client Files.

    • Note: The CSM is designed to track the status of all returns in the software - including deleted returns. This is why a record will continue to display in the CSM even if the return has been deleted.

  • When a client file is deleted from the software, a record of the return remains in CSM and appears there with a status entry File Deleted in red.

  • These CSM records can be hidden by applying the Hide Inactive Returns filter.

  • You can also delete the record from the CSM display, in which case it will be displayed if the Display Deleted Records filter is applied and the Hide Inactive Returns filter is not applied.

Missing returns.

A return that is in the CSM database, which has not been deleted, but which the software cannot find, appears temporarily in the CSM list after you exit a Problem Returns – ‘Missing’ Files report (Reports > Problem Returns – ‘Missing’ Files). When you exit and re-enter CSM, the missing returns are no longer listed, but you can see them by running the report again. The temporary record shows, in red, the status File Not Found in \DrakeYY\DT\#\, where the referenced location is the target of the current year data path at Setup > Data Locations.

CSM missing files are un-deleted client files that were once in the software data path, but no longer are. As a result, there is a CSM database record of a return that the software can no longer locate. This situation may indicate that there is a problem with the data path (possibly a network issue) or that a client return has been deleted, removed, damaged, or otherwise changed from outside the software.

Notes:

• Restore CSM Data (This Client) can also be used to revise the CSM display for a return that has been archived and restored, or where a backup has been restored. This command recalculates the return, unlike Undelete CSM Record.

• The Refresh button should be used to refresh the CSM list in a network situation, to keep the list current with changes that result from other users on the network.