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rabrahamadvisory
Level 2
August 7, 2024
Question

Client communication

  • August 7, 2024
  • 1 reply
  • 2 views

Where can you find a history of your client communications sent from the ProConnect portal? 

    This topic has been closed for replies.

    1 reply

    Intuit_Kallana
    Intuit_Kallana
    Level 7
    August 20, 2024

    If you are referring to the Link communication history, you can go into the return.  On the right-hand side, click the icon that looks like a clock.  It will show you all of the link activity for that client return.

      R
      rabrahamadvisoryAuthor
      Level 2
      August 21, 2024

      Thank you!

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