Client comments continuous view / print
Amanda Aparicio
The ability to view all comments in a continuous view, rather than clicking into each client task - this would be VERY helpful in 'tax organizer' use, where there may be many questions, and need to document responses in the tax file
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Craig Hendrix
To add to this... the ability to download all the comments from the client in bulk (csv & pdf formats) would be helpful as well.
Autopilot
Merged in a post:
Print Friendly Version Of Client Question
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Parry Shields
Hi, when I try to print a client comment to PDF, the PDF is note very print friendly and cuts off some of the comment if several comments. A more print friendly version of a client comments would be great because I'm adding the comments to the client workpapers for tax prep.
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Mindi Smedley
Yes it would be very helpful to be able to print them as well