Susan Sterne
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Recent activity by Susan Sterne Sort by recent activity-
Update Service and Client Management from Job Option
When updating Partner, Manager or In-Charge on the Management tab of a job, it would very helpful if that initiated a request to also push that update backwards to Service Line and Client (separate...
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Job Questionnaire behavior - close that tab!
PlannedSusan SterneToday at 08:17 Currently, when a job questionnaire is opened, it opens in a new browser tab. When the quesitonnaire is submitted, the questionnaire closes but the tab remains.1. Wha...
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Search by "Late" checkbox on jurisdiction
Checking the "late" box on a jurisdiction should change the behavior of the job on the staff jobs list - either one should be able to filter or sort by this, or it should modify the behavior of the...
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Add "not" query to staff jobs list
CompletedPlease allow for a NOT filter on the staff jobs list, so you can eliminate a group of jobs using a search term.
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Add "intention to extend" indicator to help organize jobs list
It would be helpful to be able to indicate on a tax job that we intend to extend it, then have the ability to filter out these jobs in the staff jobs list. Sometimes one wants to see only the work ...