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Level 2
August 9, 2023
Discussion ongoing

User Names

Related products:Lacerte
  • August 9, 2023
  • 1 reply
  • 5 views

In the hosted environment, the icon 'Client Status' when you click on it and then click the tab 'Client Log'. I would like to see my employees name/username, NOT a number. When I call this apparently is not an option (like in desktop version). Please make it an option so it is easier to identify who work in the tax return.

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1 reply

August 31, 2023

Thanks for the idea to add employee name to Client Log (like desktop version). 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

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