Answered
Organizer Summary Sheet
Would it possible to print a summary sheet for each page the client made a mark or comment on the Organizer? Similar to how the comments are added to it's separate page at the back. Even if it's a one page sheet with a list of page numbers.
When we put the Organizer through our scan software, it does not scan the documents in color. Therefor the font and color of the client's input are very similar to the Organizer. It's then easy to miss any notes made on the Organizer when scrolling through the PDF.
Comments
Hello John,
Thank you for your feedback! We have submitted this as an enhancement request to our Development team. These requests are reviewed and, if accepted, will be implemented. These changes can take some time to complete.
Totally agree! We are using CCH Axcess and the scan software changes everything to black & white. With that, you are correct, the clients notes/changes are hard to find and often missed. We've had several times where the accountant calls to ask questions and the client says "I made a note of it on the organizer."
Would like to see this implemented in the future. It's too easy for our staff to miss marks made on the Organizer after feeding through the scan software.
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