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JonV
Level 1
November 7, 2023
Discussion ongoing

Searching for clients

Related products:Lacerte
  • November 7, 2023
  • 1 reply
  • 2 views

When using the E-file Center view, it would be great if typing the client name or ID actually took you to the client you want to open. 

1 reply

A
Anonymous
November 13, 2023

Thanks for the idea to jump to client in E-file center when tying the client name or ID. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular.>> Lacerte Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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