Level 1

Lacerte could add a 'form' that is "CLIENT NOTES" so the form can be toggled to be a column on the home screen (All Clients)  for quick review without going out to anther program to track open items for a client....  'Client Notes' can support the 'Status'  function (who wants to build out 100 status functions to fit the need), Client Notes would carry forward to the next year, and one can edit items as needed....       

In the slow changes that haunt Inuit/Lacerte's functionality...    I am going to look for a worksheet that can stick to the home screen and utilize that as Notes.   (i.e. when will they remove the Help from the bottom of each screen, do they know it moved??)  ~ Ann