Client managment

[khinhhoang]

Client tracker on the individual module to make notes, check how long the client has been in the que, etc.  This function was in Lacerte a while back and we use this function all the time when it was available. We've been struggling to find a solution to track our clients, etc since then.  

[Strongsilence-CPA]

Use excel?  About 25 years ago, we used Excel. I use it to track client progress.

Consider adding an Info In variable to the Status options. This isn't the best as you can't sort your clients by status. Check me on that.

[Intuit_Ruben]

Thanks for the idea to bring back Client tracker on the individual module . We are changing the status to "Open for voting".

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