Level 11
02-11-2024
07:30 PM
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some clients are taking cell phone photo that don’t upload with an extension. We have to (right click) on the photo then save as picture first… then save to client file….
The whole process is a pita and time consuming. My preference is to work with pdfs… (easier to highlight and markup) so i have a staff person transferring the intuit link files to client folder and convert them to pdfs
IMO, all this technology SUCKS! Let’s go back to paper, pencils, and stamps…
If at first you don’t succeed…..find a workaround