Nancy Funk
Activity overview
Latest activity by Nancy Funk-
Nancy Funk created a post, Gather -N/A docs
Is there a way to generate a summary of documents that clients have marked as N/A in their gather request lists that would download when firms are downloading the client docs?
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Nancy Funk commented, Agreed! Very confusing to find when type is listed as ALL.
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Nancy Funk commented, The column sorting is defaulted to ALL, but that is deceiving because you need to toggle to see Amended returns. I preferred the old way where all returns would actually show without a need to tog...
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Nancy Funk created a post, AnsweredAbility for the client to view organizer answers and custom questionaire after finishing
After a client hits the finish button they are asking where they can see the answers they have filled in on their organizers and custom questionaire. Would be nice if they could go back to a view ...
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Nancy Funk commented, This would be very helpful for our firm as well.