mwaller1027

ProConnect Tax Idea Exchange

Submitted by on ‎02-22-2023 08:30 AM

Please add a button in the tax return input screen that we can click to take us directly to their Documents folder.  As it stands we have to go to Clients, then search for the Client and select, then click on Documents to get there.  Tedious.  Should be a very easy fix.

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Thanks for the idea for a button to the Documents folder from the Tax Return input screen. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New".

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

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Status: Open for voting
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Comments
IntuitGabi
Level 14
‎10-23-2023 01:57 PM
‎10-23-2023 01:57 PM
Status changed to: Open for voting

Thanks for the idea for a button to the Documents folder from the Tax Return input screen. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New".

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

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.