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Can you put notes on a client that will pop up each year to remind preparers and reviewers of special client circumstances?

Level 1

Looking for a pop up note that will appear when you open a client so important instructions are carried over each year

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Level 15

No pop ups, but you can add notes. It is up to you to look at the note each year. 

If you still use tangible client folders - you can put a bright colored note on outside or inside cover of the folder to "Look at Screen # for ..."


ex-AllStar

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Level 15

No pop ups, but you can add notes. It is up to you to look at the note each year. 

If you still use tangible client folders - you can put a bright colored note on outside or inside cover of the folder to "Look at Screen # for ..."


ex-AllStar

View solution in original post

0 Cheers