Allow user to require ProSeries to open "Permanent Comments" when client return is opened.

[Frank Broadway]

Allow user to require ProSeries to open "Permanent Comments" when client return is opened. This would allow a preparer to see any important carryover messages about the clients tax returns. This popup message could be user selected to only show the first time a return is opened or every time a return is open. This info could come from the "Permanent Comments" fields on the "Client Status" form.

[IntuitAustin]

Thanks for submitting your idea! Our development team is currently reviewing your idea. We'll provide additional information once we know more.

[Frank Broadway]

Great! I think it would be an excellent improvement!

[TSwin]

H&R Block has this on their software in their offices. A great idea. It pops up when the return is opened.

[PaulaB]

This would be a convenient place for reminders and accumulated history.  

[spcantu944]

This is an excellent idea! Keeping track of clients' data is very important, especially with the time involved with tax agencies filing compliance. We really like the missing items Icon maybe a "Notes/Reminder Icon" would help.

[DaveGossettCPA]

Excellent Idea!!!

[Midwest Bob]

Excellent idea, and it doesn't sound that hard to implement it.  It was submitted 2.5 years ago and should have been implemented 2 years ago.  Come on, Intuit.  Free up a programmer for a few minutes from his/her duties of writing more apps that you want to charge us for, and spiff up your core product with a simple but very helpful change like this.

[HEYSOAPY]

I agree this would be extremely helpful to have notes that we can see from year to year. 

[IntuitGabi]

In any input field, right click to have the option to "Add/Edit Note". These notes transfer year over year and a pencil icon will be displayed in the input field box where there is a note. 

Other ways to see notes added to a client: 
-Click on the pencil icon on the tool bar 
-Use keyboard shortcut CTRL + Shift + F 
-Click the tab Edit > select Find list notes 

The pop-up will show you where the notes are located. Check the box in the pop-up that says "Print this note as part of the return" to include the notes in your printed records. 

Hope this helps! 

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