Client comments on projects are scattered across tasks and hard to print
Amanda Aparicio
Client comments live inside each individual client task, so there's no single place to see or save them all.
To keep a record, firms have to open each task one by one and screenshot or print comments individually, which is slow when there are many requests and messy when longer threads get cut off.
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Becca Dooley-Rhuman
I would just love a place to see them all. When I am looking back for something a client said, it's hard to need to click through all the places I might find a comment.
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Andrew Terry
We would love the option to print and/or export client tasks to csv and pdf with their responses and a list of files uploaded for our workpaper files.
Amanda Aparicio
Merged in a post:
Print or Download Client Request and Answers/Documents for Workpapers
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Danielle McCarty
We need a way when project is completed or before we close to print all the client requests items wirh answers and chats for a project into one file for work papers. It is not time efficient to have to print each one and needs to be in one place if possible. This would be like a “work paper” export of pdf.
Amanda Aparicio
Merged in a post:
Saving Comments
Amanda Aparicio
We recommend a way to download ALL client comments made on client tasks so we can save them together in one place.
Amanda Aparicio
Merged in a post:
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
Amanda Aparicio
Merged in a post:
Reporting for Client Comments
Amanda Aparicio
When Client's comment on tasks that weren't specifically input as a Question, it would be incredibly helpful to be able to see all the comments in a report!
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Katie Helle
This would be so helpful! I currently have to screen shot it. I need the comments to be printable.
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Danielle McCarty
This would be so great! A pdf that is a “work paper” print out of all that was discussed!
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Jorge Rivera
Agreed! Not fun printing out 20 comments one at a time
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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.
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