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I fully agree with all said by brandenswain!!!And it would be helpful to be able to have all the comments in one place, not separate boxes.This is probably the ...
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I agree with other comments-We NEED a place for client notes to move forward year to year.Please bring back the NOTE feature!!I use notes all the time for impor...
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Please bring back the "Notes" feature- it is a crucial reason why I use Proconnect. I have info I use year after year in there for clients- percentage breakdown...
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I am trying to change the email address for an individual client and resend the link to a different address. Client is an accountant and has various Intuit acco...
