creed96

Lacerte Tax Idea Exchange

Submitted by on ‎08-09-2023 12:20 PM

In the hosted environment, the icon 'Client Status' when you click on it and then click the tab 'Client Log'. I would like to see my employees name/username, NOT a number. When I call this apparently is not an option (like in desktop version). Please make it an option so it is easier to identify who work in the tax return.

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Anonymous
‎08-31-2023 08:51 AM
‎08-31-2023 08:51 AM

Thanks for the idea to add employee name to Client Log (like desktop version). We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New".

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