Allow user to require ProSeries to open "Permanent Comments" when client return is opened. This would allow a preparer to see any important carryover messages about the clients tax returns. This popup message could be user selected to only show the first time a return is opened or every time a return is open. This info could come from the "Permanent Comments" fields on the "Client Status" form.
In any input field, right click to have the option to "Add/Edit Note". These notes transfer year over year and a pencil icon will be displayed in the input field box where there is a note.
Other ways to see notes added to a client: -Click on the pencil icon on the tool bar -Use keyboard shortcut CTRL + Shift + F -Click the tab Edit > select Find list notes
The pop-up will show you where the notes are located. Check the box in the pop-up that says "Print this note as part of the return" to include the notes in your printed records.
Hope this helps!
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProSeries Idea Exchange
This is an excellent idea! Keeping track of clients' data is very important, especially with the time involved with tax agencies filing compliance. We really like the missing items Icon maybe a "Notes/Reminder Icon" would help.
Excellent idea, and it doesn't sound that hard to implement it. It was submitted 2.5 years ago and should have been implemented 2 years ago. Come on, Intuit. Free up a programmer for a few minutes from his/her duties of writing more apps that you want to charge us for, and spiff up your core product with a simple but very helpful change like this.
In any input field, right click to have the option to "Add/Edit Note". These notes transfer year over year and a pencil icon will be displayed in the input field box where there is a note.
Other ways to see notes added to a client: -Click on the pencil icon on the tool bar -Use keyboard shortcut CTRL + Shift + F -Click the tab Edit > select Find list notes
The pop-up will show you where the notes are located. Check the box in the pop-up that says "Print this note as part of the return" to include the notes in your printed records.
Hope this helps!
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProSeries Idea Exchange
