GothCPA

ProConnect Tax Idea Exchange

Submitted by on ‎03-17-2023 09:35 AM

There are four default options, but it would be super helpful for my workflow if I could change the descriptions on them. Even better would be to change the colors or add more options.

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Comments
Anonymous
‎10-23-2023 02:29 PM
‎10-23-2023 02:29 PM

Thanks for the idea to customize descriptions, colors and options for status dots in Tax Organizer. We are changing the status to "Open for voting" since it is no longer considered "New".

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