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- Set an alert in the software itself when a client signs a return
Set an alert in the software itself when a client signs a return
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puravidapto
Level 7
09-28-2022
08:58 PM
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Right now I do not get any notification when a client signs off a return. I do not receive an email even. If there is a setting, then I do not know.
I propose to set an alert in the software itself when a client signs a return, this way, we can go ahead to file the return right there without context switching.
PS: Please click <a href="https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/request-a-case-management-tool-...">this link</a> to upvote my other idea.
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Click this link to vote. Like many good things in life, we have to fight for them.
Click this link to vote. Like many good things in life, we have to fight for them.
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