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Set Default "Assigned to" preparer

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Set Default "Assigned to" preparer

KenGreenberg

Need the ability to set one person as the default "Assigned to" person 

Thanks for the idea to have the ability to set one person as the default "assigned to" person. We are changing the status to "Open for voting".

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.>>  ProConnect Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Status: Open for voting
Vote now if this is a good idea
3 Comments
George4Tacks
Level 15

OOPS - This is for Lacerte. Hang in there, ProConnect will catch up some day.

Settings > Options

Default Prep.png

KenGreenberg
Level 2

Thanks, George

Yes, Proconnect has some catching up to do. I upgraded from ProSeries primarily because I wanted real W-2 (etc) import to save time. But other things are just not there. 

IntuitGabi
Moderator
Moderator
Status changed to: Open for voting

Thanks for the idea to have the ability to set one person as the default "assigned to" person. We are changing the status to "Open for voting".

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.>>  ProConnect Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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