Client Complete notification

[Toussaint]

In Intuit Link when a client is active I get an email.  However, it never tells me if they are completed with uploading documents/responding to questions.   It takes considerable time to look at each request every time they are active.  

[KTDST]

Same here. The client sent me a text asking if she uploaded everything that is needed. I never received the notification.

[bstmstr]

Yes, same. I find Link pretty much unusable because of this. It's maybe fine if I had less than 50 clients. But, I have many more than that.

[JamesL1]

They need like a "I'm done" or "I'm complete" button that when clicked would send us an email notification. And every time they go to sign off, it should ask them if they are complete.

[Anonymous]

Thanks for the idea. We are changing the status to "Open for voting" since is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

[Anonymous]

The enhancement idea to receive email notifications when a client is completed with uploading documents/responding is currently Under review and the team is researching next steps. Thanks for the votes and additional comments.

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.