Donnie Stuart
Activity overview
Latest activity by Donnie Stuart-
Donnie Stuart commented, Now a days a lot of firms are using OCR technology like SurePrep, etc. that can read the tax organizer from the SafeSend fillable Organizer, but adding the additional items to the notes page nullif...
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Donnie Stuart created a post, AnsweredSafeSend Organizer - Add Additional Pages
Can we get a feature when the client is filling out thier Organizer to be able to add additional organizer pages to what the system produces? Reason being is that if the Grids only have 1 addition...
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Donnie Stuart commented, Yes this is extremely annoying to have to expand this every time!!! It should default to expanded and then allow us to minimize if we need the screen space.
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Donnie Stuart commented, I always try and input the clients cell phone number as its easier and quicker to get the text message than an email, since most people have their phones in their pockets or on their desk at all ti...
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Donnie Stuart commented, Agree, having the option of the drop down to be more than 20 would be great, as sometimes we are looking to get an entire picture of our clients to see who we may need to follow up with as the clie...
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Donnie Stuart commented, Agree, having Finish until the very end would be best and clients will think its a page by page "Finish" rather than in its entirety. Previous and Next boxes instead of the arrows would be better ...