Level 7

Question

Client Check List

Forum|Forum|5 years ago
November 25, 2020
40 replies
125 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.

qbteachmt

Level 15

@Orlando11

Holy Cow, I don't believe we've seen an Intuit person conjured into the community forum like this. Welcome. Since you intend to keep an eye out for programming issues, I would like to make sure you remember to watch the section Intuit created for these submissions:

https://proconnect.intuit.com/community/proseries-tax-idea-exchange/idb-p/603

Because that seems to be:

1. Linked to the program

2. The place we've been told they will get noticed

Don't yell at us; we're volunteers

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?

L

lori3

Level 4

Orlando,

Is there a way to add the client's last name at least (with address would be even better)? If we print these off in batches, we have no way of knowing which client's they are specifically.

D

dventresca

Level 2

Seems like the age old emailing issue has returned yet again. Error message when emailing Client Checklist either batch or within client file:

“Either there is no default mail client or the current mail client cannot fulfill the messaging request. Please run Microsoft Outlook and set it as the default mail client.”

Verified:

Outlook is default app in windows
Outlook is 64bit version
Option to use 64bit email is checked in proseries (tried with & without checkbox)
Proseries is updated
Ran Repair tool and still have problem
Outlook 365 is updated and current
Sending email is HTML format

Also Network Support Rep received same error in Stand Alone mode. Please fix ASAP. Need to get these checklists sent out. I know neighbor firm sent theirs out last week. We started last week and got a couple tests sent out and the next day it didn't work at all. I think the cool name and address update may have eliminated my ability to send anything.

Try rebooting your computer. This work for our office.

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