Add a column for the date of last client activity
Organizers/Delivery Report and Tax Returns/Delivered Returns:
It would be beneficial to have a column for the date of last client activity.
Benefit(s):
- Allows us to confirm it is not in their spam folder, there by eliminating the need to reach out to the client for pages or organizers... (even though we say we are not going to follow up once sent - we always do;)
- Efficiency: I can only view this info now by looking in user tracking for each return.
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