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K
KenGreenberg
Level 4
January 27, 2024
Discussion ongoing

Set Default "Assigned to" preparer

Related products:ProConnect
  • January 27, 2024
  • 3 replies
  • 9 views

Need the ability to set one person as the default "Assigned to" person 

    3 replies

    George4Tacks
    George4Tacks
    Level 15
    January 27, 2024

    OOPS - This is for Lacerte. Hang in there, ProConnect will catch up some day.

    Settings > Options

    Answers are easy. Questions are hard!
    K
    KenGreenbergAuthor
    Level 4
    January 27, 2024

    Thanks, George

    Yes, Proconnect has some catching up to do. I upgraded from ProSeries primarily because I wanted real W-2 (etc) import to save time. But other things are just not there. 

    A
    Anonymous
    January 30, 2024

    Thanks for the idea to have the ability to set one person as the default "assigned to" person. We are changing the status to "Open for voting".

    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.>>  ProConnect 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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