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nholdway
Level 3
April 5, 2026
Question

ProConnect client questionnaire and doc list: Drag and drop difficulties

  • April 5, 2026
  • 2 replies
  • 0 views

Does anyone else find it difficult to drag and drop questions or document requests in the Client Questionnaire and Document List settings, in Organizer Templates, in order to sort them into the order you want?

Sometimes my move sticks, sometimes it doesn't. Sometimes it just swaps with another item where I don't want it to. The mechanism is just clunky and I was having a hard time setting up my questionnaire, in particular.

2 replies

S
solesolutions
Level 3
April 5, 2026

I ran into the same problem today trying to add questions and sort them. I had to refresh the screen to reset. Sometimes it keeps what I changed and sometimes it doesn't. Seems to be a glitch in the software?

IntuitKatie
IntuitKatieModerator
Moderator
April 6, 2026

@nholdway Thank you for being part of this Community and for posting your questions and concerns. We truly appreciate you being here. If you haven’t already, please reach out to ProConnect Support for assistance, as they can best help with your specific situation. Thank you again for being part of the Community.

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