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Client Set up Process

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Client Set up Process

jose33

In the client set up process, it would be nice to select Jr. , Sr.,  iii , etc. suffix for client names.  I have had a few clients and the only place to enter the suffix is the official tax return.  However when I send the client Intuit Link, sometimes the client is upset because they think I am forgetting their suffix, which in fact it is not available or I have to put it in the section (First Name or Last Name).  I think if you could click a suffix box associated to the client then it would automatically add it to the all forms or features in the Intuit software.   

Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". 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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IntuitGabi
Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". 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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