Gina Willhite
Activity overview
Latest activity by Gina Willhite-
Gina Willhite commented, I was hoping that after over a year this would have been fixed. :-(
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Gina Willhite commented, Or just have ONE finish button - 90% of our clients click finish on the organizer and believe they are done.
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Gina Willhite commented, 100% agree!
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Gina Willhite commented, I made a post similar to this. I've wasted so much time dealing with this. Also, no section should HAVE to be done before moving on to the next section.
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Gina Willhite commented, This keeps happening to me too in returns and organizers. I'm actively doing things and it logs me off. This CAN NOT happen. It absolutely needs to be fixed.
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Gina Willhite commented, Once in archived, it did not work. I just did it.
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Gina Willhite created a post, AnsweredOrganizers that are archived
Let me clarify - When an organizer has been downloaded and moved to the Archive list: When a client uploads more documents after being moved to the archived section (this happens because less than ...
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Gina Willhite created a post, AnsweredOrganizer sections (NOT GATHER)
Is it possible to change how the different sections in the organizer can be accessed by our clients? A lot of our clients are just signing the engagement letter and sending their source docs a sepa...
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Gina Willhite commented, I agree. I always have to take a screenshot and move it to the side so I know what I’m entering.
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Gina Willhite commented, I haven't had any returns with payments due yet but I would hope that with this new feature it can now read EFT payments. I'll keep an eye out. Thanks for the heads up.