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Level 1
February 25, 2023
New

note section under the status, states, efile status and information.

Related products:Lacerte
  • February 25, 2023
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In the table of contents, in the right hand side of the screen we have a nice summary of the client. 

 

I think it would be great, if we had a note section under the Efile bullet. 

 

This note section should include the ability to put a date and also a secondary field for updates or changes. 

DATE |  NOTE | Status Update

 

I know we already have a note section but is not readable accessible when you open the file. maybe link both. B

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