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The Recall function under the client tab isn't working since this last update. This prevents you from call pulling up a client you were previously working on in Lacerte.

danny1
Level 1
 
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abctax55
Level 15

From the LTUG listserve:

Lacerte is aware of this issue and is working on it. It was caused by last week’s update and it only affects network users that use UNC paths for identifying network folders.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

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23 Comments 23
abctax55
Level 15

From the LTUG listserve:

Lacerte is aware of this issue and is working on it. It was caused by last week’s update and it only affects network users that use UNC paths for identifying network folders.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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George4Tacks
Level 15
@Intuit BettyJo could you check on the status of this problem?

Here's wishing you many Happy Returns
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IntuitBettyJo
Community Manager
Community Manager
Thanks for bringing this to my attention @George4Tacks, it has in fact been reported to our developers and they are actively working on the update.  I will keep you posted as I find out more information.
-Betty Jo
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joe3
Level 1
The recall feature is still not working 😞
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George4Tacks
Level 15
Not scheduled for another couple of weeks. 11/7

Here's wishing you many Happy Returns
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zkaudio
Level 1
still not working, v unfortunate
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audra
Level 1
Still not working.  I used this multiple times a day, everyday, during previous tax seasons.
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George4Tacks
Level 15
From someone else's post that I just saw. It is so appropriate  
"The Intuit Developers Creed........."Vibi, Vifi, Vibse"... We broke it, we fixed it, we broke something else."

Here's wishing you many Happy Returns
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IRonMaN
Level 15

"Not scheduled for another couple of weeks. 11/7"

George just left off one small detail - November 7th of what year?


Slava Ukraini!
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abctax55
Level 15

FWIW - the recall function is working fine for me

I'm on Ver 39.1024 Fed & CA Tax, and Ver 39.1028,39.1029 for Proforma & Operator

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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gmb1040
Level 2
I am on Ver 39.1107 Lacerte 2018 Individual Federal; Ver 39.1024 Partnership/Corporation/SCorp/Ficuciary Federal and it is not working...hope  your next update doesn't wipe it out.
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abctax55
Level 15
I am too, for individual module.  (39.1107).   I had checked in the Exempt module
My point is that it IS working for me.  So the issue is something other than just the software (antivirus? data path? Master settings? Network install vs. standalone?)
I don't care, as the function isn't important to me.
@IntuitBettyJo  - perhaps my experience will help with the diagnosis.
"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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George4Tacks
Level 15

I am not familiar with a recall function. Most "errors" can be fixed with a reboot. If that fails do a force install https://accountants-community.intuit.com/articles/1859961-how-to-perform-a-force-install-of-lacerte


Here's wishing you many Happy Returns
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gmb1040
Level 2
The recall feature is really helpful.  Problem with reinstall is that I think that will wipe out my custom settings.  Not going to reinstall this close to October 15th.  
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steve9
Level 1
I forced an install and it didn't fix the problem. Running Windows 7.
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danny1
Level 1
Obviously, this isn't going to be fixed by 10/15?
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George4Tacks
Level 15
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George4Tacks
Level 15
It appears @danny is right - I just found this in the yahoo group ----
The unexpected behavior you have experienced regarding 2018 Recall feature not showing previously viewed client in Lacerte has been reported and we are currently researching for more information.

Our next update is anticipated to occurr on or before: 11/7/2019

 We thank you for your patience.
 Intuit Support Team

Here's wishing you many Happy Returns
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Tambren
Level 3
Yikes, not until after the deadline! 😞
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gmb1040
Level 2
Well, it is after November 7 and it is still not working after running update this morning. Ugh!
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George4Tacks
Level 15
@IntuitBettyJo could you check on the status of this problem?

Here's wishing you many Happy Returns
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danny1
Level 1
Still not working.  This is a royal pain in the tax return.
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TheNov4
Level 1

This hasn't worked in months and I cannot find a fix on the Community section.  Has this been resolved and if so, where can I find the answer?  Appreciate any assistance!!

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