When I look for a specific client in the client list (not the in progress list), it always opens the oldest engagement first… instead of the most recent. This makes no sense to me.
Per this screenshot, the 2020 T1 is the first engagement that exists for this client, and I’ve done every return since then as well… However, when I open the client it opens the oldest engagement first. It would make more sense to default to the most recent year.
I’ve lost track of how many times I’ve gone in to a client to send more documents (usually the NOA that they can’t seem to find months later) and I accidentally add it to the wrong engagement because I forgot to change the engagement in the drop down list.
Anyway, just something that would eliminate a frustration on my end.