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Link to Documents from the Tax Return input screen
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Link to Documents from the Tax Return input screen
Link to Documents from the Tax Return input screen
Submitted by mwaller1027 on 02-22-2023 08:30 AMPlease add a button in the tax return input screen that we can click to take us directly to their Documents folder. As it stands we have to go to Clients, then search for the Client and select, then click on Documents to get there. Tedious. Should be a very easy fix.
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Thanks for the idea for a button to the Documents folder from the Tax Return input screen. We are changing the status to "Open for voting" since it has been around for over 30 days and 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
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