Tax Manager - Open tax returns by clicking anywhere on the client row
Could you please update the new "Tax Manager" page so that users can open a tax return by clicking anywhere on the client name or row, rather than having to click the “Open” action button?
With the new system, you have to trace the entire row from the client name on the far left across to the “Open” button on the far right. This makes it easy to accidentally click the “Open” button for the wrong tax return, particularly when working on a wide screen with many rows.
The previous system allowed users to click directly on the client name to open the tax return, which was much more intuitive and reduced the risk of opening the wrong return.
Please consider restoring this functionality in the new Tax Manager page.
Robin Namrood
shared this idea
Thanks for sharing this feedback. Having the client name act as a direct link to the tax return, or making the entire row clickable, could make Tax Manager easier to navigate.
We’ve updated the status to Gaining Support so we can continue gathering community feedback. If this could improve your workflow, add your vote and let us know which approach you’d prefer.
