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Consent Forms
#7
Posted 15 December 2009 - 07:46 PM
#8
Posted 16 December 2009 - 03:42 PM
louiskam, on Dec 15 2009, 01:46 PM, said:
Lee, please consider adding the followings to the upcoming T2 model also:
- Email address box
- Invoice page
- Email address box
- Invoice page
Hi lousikam,
The email field is something we've heard and talked about for a while now. I see no reason why we can't just add this in for a release in next next couple of months. Watch for it.
The invoice page i'm less sure of. Most of our users indicate that they use a dedicated program to take care of WIP, AR and billing functions. Could you give me some additional detail on the functionality you are looking for?
-Lee
#9
Posted 12 January 2010 - 09:42 PM
As I promised on the forum a while ago, I'm working on adding the email line into the T2 Info form and I would like your opinion on some options we have. Since there are multiple people you may want to contact within a single corporation, I'm interested to know how would you like the email presented.
Would you prefer one email line under Signing officer and another under Contact person? Or would you prefer something more generic in it's own section which you could label as you like?
Thanks for your input!
-Lee
Would you prefer one email line under Signing officer and another under Contact person? Or would you prefer something more generic in it's own section which you could label as you like?
Thanks for your input!
-Lee
#12
Posted 13 January 2010 - 04:25 PM
Lee@Intuit, on Jan 12 2010, 09:42 PM, said:
As I promised on the forum a while ago, I'm working on adding the email line into the T2 Info form and I would like your opinion on some options we have. Since there are multiple people you may want to contact within a single corporation, I'm interested to know how would you like the email presented.
Would you prefer one email line under Signing officer and another under Contact person? Or would you prefer something more generic in it's own section which you could label as you like?
Thanks for your input!
-Lee
Would you prefer one email line under Signing officer and another under Contact person? Or would you prefer something more generic in it's own section which you could label as you like?
Thanks for your input!
-Lee
The email I would want would be the signing officer. Who in 90 plus percent of cases is the contact person also. I do realize in larger Corporations this is not the case.
I do my self just over 100 plus T2's, in all cases but 4 cases, is the signing officer different than the contact person.
#13
Posted 13 January 2010 - 05:51 PM
Bert_Mulder_CGA, on Jan 12 2010, 05:51 PM, said:
Lee, I would favor something a little more generic, which I could label as required...
While on the topic of improvements, have you seen the list (is available on this forum), on which Cam Peters and I worked last spring/summer?
While on the topic of improvements, have you seen the list (is available on this forum), on which Cam Peters and I worked last spring/summer?
Hi Bert,
Short answer is that, yes, I have seen the list. I believe all our key stakeholders have had a chance to review it.
(I replied to a PM you had sent on this. I wondered if it was lost because it never showed in my out box. I guess this answers my question)
-Lee
#14
Posted 13 January 2010 - 11:44 PM
Lee@Intuit, on Jan 13 2010, 10:51 AM, said:
Hi Bert,
Short answer is that, yes, I have seen the list. I believe all our key stakeholders have had a chance to review it.
(I replied to a PM you had sent on this. I wondered if it was lost because it never showed in my out box. I guess this answers my question)
-Lee
Short answer is that, yes, I have seen the list. I believe all our key stakeholders have had a chance to review it.
(I replied to a PM you had sent on this. I wondered if it was lost because it never showed in my out box. I guess this answers my question)
-Lee
Lee, I did get your message back on December 15...
Am just being a squeaky wheel....
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