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
Other places that would be helpful to print out client comments:
- Month End Close
- Client chats in general
- Client comments on tasks
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C
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
P
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.
M
Mindi Smedley
Yes it would be very helpful to be able to print them as well