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G
Greta
Level 7
June 22, 2021
Question

First page when opening up a client

  • June 22, 2021
  • 2 replies
  • 17 views

I like to see the information page when I first open a client, but it always jumps to some other page. It was a small annoyance to return the information page. A solution?

    This topic has been closed for replies.

    2 replies

    dkh
    dkh
    Level 15
    June 22, 2021

    From my experience - it has to do with double clicking to open a client.  Sometimes it lands on the Information Worksheet most times not.   Trying using Ctrl+O to open files instead - always starts at the Information Worksheet

      Just-Lisa-Now-
      Just-Lisa-Now-Intuit Community Champion
      Intuit Community Champion
      June 22, 2021

      It opens whatever page in the list of forms in use your mouse is hovering over when the file opens....so if you can retrain your brain to move the mouse to the right after you double click the file to open, it will be out of the Forms in Use field area and you'll land at the Fed Info worksheet like expected.

      ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
        dkh
        dkh
        Level 15
        June 22, 2021

        Or better yet....ProSeries  Intuit can change the program so it doesn't do that        

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