Engagement Manager email - link to signer drop-down

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

In the e-file area, an email is required in the Engagement Manager field. We would like to have that linked to the signer drop-down and add a field in the Preparer screen for email.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

This will make it easier on our e-filers so they don't have to constantly type in email addresses.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

Admin

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

We would like to have the EM field in e-file linked to the signer drop-down and add a field in the Preparer screen for email.