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cathybcpa
Level 3
May 8, 2026
New

Template for "Missing Information" Feature

Related products:ProSeries
  • May 8, 2026
  • 0 replies
  • 3 views

I put the same 5 items in the "Missing Information" section for each client, so I remember to do each step. I input these same 5 items for over 500 clients. Is there a way to have a template that I can customize so I don't have to enter it over 500 times?

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