K1x Ideas
Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
When a template is exported from 990 Tracker, it would be helpful if a name or initials or other identifier for the client would populate as part of the file name to make it easier to sort and find client exports in our downloads folder. |
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. |
Save time locating files for a specific client and clearing out data no longer needed from file folders. |
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. |
990 Tracker users |
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. |
For example, instead of just "CompensationExport" a file name might export with the first 5-10 letters of the client name "XXXXXXXX CompensationExport" so preparers can more quickly identify the file at a later date if they need to go back to it. |