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When creating a job from a template, you can now edit all pre-filled fields on the job creation screen
Useful when you make minor edits to a standard template: change the Due Date, assign the job to a different teammate, etc.
Learn more about Job Templates in our Help Center: https://help.taxdome.com/article/274-custom-job-templates#10
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars
Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm
Video
Edit Template Fields Upon Creation New Job
When creating a job from a template, you can now edit all pre-filled fields on the job creation screen
Useful when you make minor edits to a standard template: change the Due Date, assign the job to a different teammate, etc.
Learn more about Job Templates in our Help Center: https://help.taxdome.com/article/274-custom-job-templates#10
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars
Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm