Can the system add a notes column in list of clients. If so HOW

Forum|Forum|6 years ago
May 8, 2020
2 replies
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Lacerte Tax

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Kathi_at_Intuit

Moderator

Thank you for stopping by the community and posting a question. Lacerte is not able to add a Notes column to the Client List. What you would be able to use in Lacerte is a Custom Filter, Client Notes, or Sticky Notes. Please see these knowledge bases about them:

Creating a Custom Client Filter

https://proconnect.intuit.com/community/help-articles/help/creating-a-custom-client-filter/00/4032

Creating Client Notes

https://proconnect.intuit.com/community/help-articles/help/creating-client-notes/00/4277

Sticky Notes - Intuit Academy

https://www.youtube.com/watch?v=DJhPRfdcopU

Using Sticky Notes

https://accountants-community.intuit.com/articles/1858521-using-sticky-notes

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J

Justin98

Level 3

Can sticky notes be use in the Client list screen?

Kathi_at_Intuit

Moderator

Welcome to the community and thank you for posting your first questions. Are you asking if a Sticky note may be placed on the Clients tab in Lacerte? If you are, then no it cannot be added to the Clients tab. What would you be using the note for if you could place it there?

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R

roz2

Level 5

I would love, love, love that idea also. So many times you want to add a note to explain why you cannot correct one of the other columns or a note just about that one client. Or more statuses would also help.