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Access History of Documents Transmitted to Client via Link

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Access History of Documents Transmitted to Client via Link

OKC-CPA

It would be great if Proconnect kept a user accessible history of documents sent to client via link.

Thanks for the idea to acess history of documents transmitted to Client via Link . We are changing the status to "Open for voting" since it is no longer considered "New".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular.>> ProConnect Idea Exchange


If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Status: Open for voting
Vote now if this is a good idea
2 Comments
TaxPro4
Returning Member

It would be great if within Proconnect that I could see a history of all the preparer's requests to the client and the date requested.  Similar to the Activity feed for client activity but this one would be for the preparer's request

IntuitGabi
Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the idea to acess history of documents transmitted to Client via Link . We are changing the status to "Open for voting" since it is no longer considered "New".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular.>> ProConnect Idea Exchange


If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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