Level 7

Question

Client Check List

Forum|Forum|5 years ago
November 25, 2020
40 replies
79 views

ATTN: Orlando

When I try to print the Client Check List on the clients that do not have any additional paperwork the bottom paragraph and signature does not print. Please check on this.

Thanks

ProSeries Professional

This topic has been closed for replies.

George4Tacks

Level 15

I assume Orlando is some tech you spoke with. Your message will not reach him through this forum. There are likely a multitude of errors in the Client Check List. I would suggest you wait until you get at least one more update to the program to fix known errors. You should contact support to let them know what is happening with your situation.

Answers are easy. Questions are hard!

O

Orlando11

Level 8

Orlando is me, the new ProSeries Engineering Manager. I'm keeping an eye out for any programming issues that escaped, in order to find and fix as rapidly as possible. If you're seeing it, we probably don't know about it - so I appreciate the reports.

sjrcpa

Level 15

"This" being the tax-idea exchange? I had assumed PTO and Lacerte had similar, but honestly am not too familiar with their ecosystems as I'm focused on ProSeries.

In terms of lip service... I can't speak for the past. I can just say i've personally implemented two requests in the past week that you'll seen in December (check/uncheck all in print center and zoom in homebase) and hope to make better/faster progress as engineers free up. Unfortunately a ton of effort goes into keeping up with tax law changes and shoring up aging technology/infrastructure.. but I will carve out more time to address things brought up here.

""This" being the tax-idea exchange?" Yes. PTO and Lacerte do not have this.

@Orlando11 You are a breath of fresh air. Too bad I'm not a ProSeries user. 😉

The more I know the more I don’t know.

O

Orlando11

Level 8

Thank you for reporting this. I was not able to reproduce, probably because I don't fully understand the issue or there is something more subtle going on.

This is what I see when I print a Client Check List:

Am I doing something different than you are? If possible could you include a screenshot of what you are getting, or print to PDF and email to proseries_engineering@intuit.com?

clr600Author

Level 7

Orlando

My bad. I deleted some things in additional paperwork that I do not need to tell my clients and did not replace it with anything so I did not have anything in that section so it did not print that section or anything beyond that. Thanks Charles

O

Orlando11

Level 8

You're welcome, thank you for double checking and confirming!

Sign up

Login with SSO

Let's get you signed in

Login with SSO