Tracking activity / generating reports
Amanda Aparicio
I talk to many people every day, and I take notes in Financial Cents every day.I need to be able to generate reports of who I talked to that day or week so I can remember to follow up/follow through requests and next steps.Also, it would be great to know who on the team is making what changes to that client's profile/projects, as in a timeline of who did what and when.Please please!! This is so important for us and our firm.This would make you more competitive with Zoho too.
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Maurice Birt
You point is correct. We are starting tax projections for year-end and are making various decisions. Where can I put those notes so that the preparer/reviewer see them when they do the return next year. I'm thinking I have to create the 2025 Tax Return Tasks and assign them to our clients and put the note there. Would be nice to see a summary notes report and be able to later assign those to projects.