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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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- Expand client notes
Expand client notes
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JennyJ
Level 3
10-10-2022
02:32 PM
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Would like the client notes section to allow for unlimited data. We have notes for clients that go back years. It is so nice to have all client notes in one place. 2500 character is nothing for notes and if we want to see prior year notes we'd have to flip between years.
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IntuitGabi
Community Manager
10-23-2023
01:13 PM
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Vote and comment on a similar idea here: Improve the Notes
