violajr
Level 3
01-21-2021
02:29 PM
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Just starting t take advantage of intuit link this year as a way for clients to send data to us.
Is there a way to make custom status for the Client in intuit link? For instance I would want to flag the client with who the assigned prepare will be? It will let us know that the client is already being worked by someone.
Also would be nice to mark files as already ready/downloaded so you can easily identify files that you have already reviewed/worked on.
I have not been able to find any way to do this. Is it possible? If so how?
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