Level 3

Question

Client Checklist Formatting

Forum|Forum|5 years ago
December 30, 2020
13 replies
17 views

When creating the letter the spacing jumps around and is not consistent.

When I save to all clients the formatting goes to a paragraph, it loses it's line spacing and when e-mailing doesn't look like what I was seeing the program.

We've been trying to resolve this for several years and this year we are having trouble with our previous year's work around.

ProSeries Professional

This topic has been closed for replies.

qbteachmt

Level 15

You also posted as ProConnect. Which Software are you in fact using?

And reporting Bugs would be Submitted for Review, not to the peer Community, but one of these:

https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/idb-p/605

or;

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

Don't yell at us; we're volunteers

nosuchthingAuthor

Level 3

On the post you're referring to I mentioned that I posted in the wrong forum and why. I'm posting here as directed by support.

As it's a user interface issue I'm asking the community if anyone has experienced it.

George4Tacks

Level 15

Yes in the other post, support guided you to the wrong place. https://proconnect.intuit.com/community/proseries-tax-idea-exchange/idb-p/603

Is where programming or form problems are posted.

Answers are easy. Questions are hard!

O

Orlando11

Level 8

Can you forward an example email to proseries_engineering@intuit.com? Also a screenshot of what you are seeing in the product would be helpful too.

nosuchthingAuthor

Level 3

Yes thank you Orlando - working on this for you.

O

Orlando11

Level 8

The immediate high priority issue of losing line breaks has been addressed for our next release, which should be Jan 6th. There's still some funkiness/annoyance with the editor and spaces, but that might have to wait til the spring. It's using some old Microsoft Internet Explorer technology - we need to migrate the whole thing to something newer so that it's more reliable. If we're there, it's a good time to opportunistically improve the experience if it needs it.. so if anyone has suggestions for the Client Checklist editor, now is a good time to add them to the Tax Idea Exchange.

nosuchthingAuthor

Level 3

Thank you for helping this client Orlando - she's having a particularly rough year (Three of her children's family have cancer treatments) all under 30s...

You were a rockstar at the perfect time - thank you.

qbteachmt

Level 15

@nosuchthing

"so if anyone has suggestions for the Client Checklist editor, now is a good time to add them to the Tax Idea Exchange."

I don't see that you took the recommendation to post here:

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

Make sure to follow up, since Orlando is watching for Ideas and Votes.

Don't yell at us; we're volunteers

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