workpaper link back client record in practice manager to access from there
List all completed and open working papers directly on the client’s practice manager record. This will allow for direct navigation from the client’s record to the working pack without needing to leave Practice Manager.
5
votes
Tinus Viljoen
shared this idea
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Bradley Taylor
commented
I have just found that within the workpaper pack you are unable to click directly through to the client record and need to conduct a search. It would be extremely helpful if the client name in the pack was a hyperlink to the client record.