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Status Changes on 'activity log'

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Status Changes on 'activity log'

ideawiz

Status changes logged on 'activity log' of each client to see what date status changed as the return progressed 

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

Status: Open for voting
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2 Comments
Jackiei99
Level 2

I was going to suggest the same.  It would be good if every time the custom status changed there was a date next to it, to be able to track the progress.  So for instance I mark my returns as "Info Received" but I have to track the date received on an excel list, so I know which returns were sitting the longest.  Then if I were to change the status to "Waiting for Client Review" if there was a date change when the status is updated, I would know what date I sent it to the client.  It would be nice to have this at a glance in the tax return listing on ProConnect Tax Online.

IntuitGabi
Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

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