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C
CassidyJakovickas
Level 2
February 15, 2023
Discussion ongoing

Change Status in Intuit Link

Related products:ProConnect
  • February 15, 2023
  • 3 replies
  • 6 views

Currently, if you mark a client as complete in Intuit Link, there is no way to change the status back to In Progress.  I accidentally hit complete on one client and now there's no going back.  

    This topic has been closed for replies.

    3 replies

    A
    Anonymous
    May 16, 2023

    Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

    C
    cmorgancpatax
    Level 3
    April 13, 2024

    Yikes, same here.  Will client still be able to upload docs or do we need to reinvite them somehow?

    L
    Lizhoh
    Level 3
    June 3, 2024

    We really need to be able to reverse the complete in link - some clients have letters they need to upload past tax season and since I marked them complete in link they cannot access the portal.  I need a way to reverse it for those customers.

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