I see several posts to have the Notes change color if data is present, but not one to have it automatically open when first opening a return if data is present. This is a very useful tool in Ultra Tax and helps avoid missing anything especially with multiple preparers and reviewers. In Ultra Tax, you have to turn it on (click a box) if you want the option, so those who do not want to use it or find it annoying can leave it off.
Thanks for the idea to automatically open client notes when a return is opened. We are changing the status to "Open for voting".
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProConnect Idea Exchange
These kinds of posts intrigue me. Folks always seem to want Intuit software to behave like a competitor's software that they previously used. So I'm curious why you are using ProConnect if Ultra Tax has the features that you like?
The higher ups in our firm chose to make the change to ProConnect. It does not have some of the features of Ultra Tax which is fine, but I figure it doesn't hurt to make suggestions of things we used frequently in the other program. To be fair, Ultra Tax also doesn't have some of the features we will enjoy using in ProConnect.
Also, as stated in my original post, I was going through the suggestions list and saw that people - I'm assuming ProConnect users - were asking for the color to change. I figured why not take it a step further and have it automatically open.
Thanks for the idea to automatically open client notes when a return is opened. We are changing the status to "Open for voting".
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProConnect Idea Exchange
