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Client Checklist Formatting

nosuchthing
Level 3

Accidently posted in the wrong forum

 

Correct forum: https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/re-client-checklist-for...

I was directed to post here so the developers could see the issue directly from support.

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11 Comments 11
George4Tacks
Level 15

There is a new forum to post program issues. https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/idb-p/605

Have you contacted support yet to see if this has a resolution? https://proconnect.intuit.com/community/taxation/help/how-to-contact-proconnect-tax-online-for-help/...

 


Answers are easy. Questions are hard!
nosuchthing
Level 3

Hi - support asked me to post it here.

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George4Tacks
Level 15

Hmmm? Support is pointing many things here. You are now posting in a forum for other users to help share their experiences. If the program is creating an Unexpected Behavior, only the support staff has an ability to solve it.

@itonewbie is our resident pro on all things ProConnect. Possibly he can offer some info. 


Answers are easy. Questions are hard!
nosuchthing
Level 3

Yes - this is a multi year problem that I have attempted to solve every year through support.

It looks to be a user interface issue with white space and formatting issues. 

No matter how the form is edited it changes the line breaks and spacing and I've ran into it for at least 4 years. The previous years I've been able to work with it and eventually get a mass mail out with the proper coding but this year seems to be impossible. It keeps smashing the formatting into a single paragraph no matter what is done (Saving to all clients) e-mailing etc. When you go to edit the format block, it expands the line breaks to the correct "look" but then when saving, it smashes it back. 

Looks to be a program fault and I'm surprised that I can't search here to find others with the same problem.

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George4Tacks
Level 15

Unfortunately there are not many users of ProConnect activity here. Another option is Facebook https://www.facebook.com/groups/1529270910639612/

 


Answers are easy. Questions are hard!
nosuchthing
Level 3

-

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nosuchthing
Level 3

-

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nosuchthing
Level 3

I just realized when trying to create this original thread the lable thing was telling me to add a lable.... which errored, then flood protected over and over then the content box would complain I have html coding... etc etc and when I finally got the thing to post.. it was not a lable, but  predefined "Module" I was to select which I then selected the wrong one.

 

You're right, I'm wrong this is in the wrong forum.

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abctax55
Level 15

* @nosuchthing  - this is NOT directed at you/your question)

*********************************

"....Hi - support asked me to post it here."

OMG -  Seriously?  SERIOUSLY ?!?!!!??!

@IntuitAustin    That is just friggin' ridiculous.  Even tho I am no longer an AllStar, and I'm not a CHAMP (at least not according to Inuit's rules) that is beyond comprehension.  Intuit really wants to pass off all support questions to us volunteers to handle.  

HEY, where's my free software ?

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
qbteachmt
Level 15

You seem to have this in ProSeries, too; I put the Ideas Exchange links there for your Submittal:

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/client-checklist-format...

No need to keep starting topics on the same subject, but it helps to post things in the area that applies to the program and the issue.

*******************************
"Level Up" is a gaming function, not a real life function.
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nosuchthing
Level 3

This was my first post. I"ve edited the original thread to clarify.

I've posted this very same content to the correct forum as directed by support.

There is a need to post it in the correct forum which I've done and updated that here.

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