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Allow user to require ProSeries to open "Permanent Comments" when client return is opened.

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Allow user to require ProSeries to open "Permanent Comments" when client return is opened.

Allow user to require ProSeries to open "Permanent Comments" when client return is opened. This would allow a preparer to see any important carryover messages about the clients tax returns. This popup message could be user selected to only show the first time a return is opened or every time a return is open. This info could come from the "Permanent Comments" fields on the "Client Status" form.

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Status: Under review
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2 Comments
Community Manager
Community Manager
Status changed to: Under review

Thanks for submitting your idea! Our development team is currently reviewing your idea. We'll provide additional information once we know more.

Level 2

Great! I think it would be an excellent improvement!

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