Level 3

Solved

Detail/Forms View not functioning

Forum|Forum|6 years ago
December 6, 2019
28 replies
101 views

Even in Detail input for a client, the Detail/Forms view option to split the input and forms screens is still grayed out and cannot be selected. This keeps being touted as a great new feature, but IT DOESN'T WORK!! What is going on?

Lacerte Tax

This topic has been closed for replies.

Best answer by George4Tacks

FYi - The answer found was that if you have not authorized the return via REP, then you can not see one view, let alone two. https://accountants-community.intuit.com/questions/1640791-need-help-setting-up-dual-monitor?jump_to...

L

lmaar2Author

Level 3

Found the answer on a different thread-----if you are a REP user, you must have approved the REP access for the client and viewed their forms before this functionality becomes available. Intuit, you may want to indicate this in the instructions for the function.

AshleyatIntuit

Level 9

Was there a particular article that you were looking at that we could add this information to to make the process a little easier?

T

taxplanet

Level 3

Its 2019, Lacerte continues to promote this feature. I gave it a try and found the option greyed out, all of my clients have rep access as I have the complete package. I experienced the same issue with the Intuit link, poor instructions and unable to implement properly.

George4Tacks

Level 15

@problemsolver2012 I think I have solved your problem. Look at https://www.youtube.com/results?search_query=lacerte
In particular https://www.youtube.com/watch?v=cC55ca28eAQ and https://www.youtube.com/watch?v=4Mllesb6_ow

Answers are easy. Questions are hard!

George4TacksAnswer

Level 15

FYi - The answer found was that if you have not authorized the return via REP, then you can not see one view, let alone two. https://accountants-community.intuit.com/questions/1640791-need-help-setting-up-dual-monitor?jump_to...

Answers are easy. Questions are hard!

M

mojocpa

Level 6

I just checked, when I am in the details tab and go to View, the Details/Forms view is available. My version is 38.0103.

L

lmaar2Author

Level 3

I am in a client file in the detail input, not just on the clients tab . I opened a client file, went into their general information screen and then clicked view. The split screen option is still grayed out.

abctax55

Level 15

You *DO* have to be in the client file (Detail)....not on the "Clients" tab.

HumanKind... Be Both

L

lmaar2Author

Level 3

I was in the client file input detail, not just on the details tab. If you have been able to follow the remainder of the thread, the issue was that I am a REP user, not an unlimited user and I had not approved the REP access or viewed the client's forms yet. Intuit's instructions for the functionality do not mention this anywhere.

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